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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,398 | $30,385-29.6% | $56,054-61.8% | $74,400-71.2% |
| Participation rate | 12.5% | 32.9%-20.4pp | 52.5%-40.0pp | 67.2%-54.7pp |
| Annual return | 14.05% | 24.92%-10.9pp | 1705.95%-1691.9pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $386 | $609-36.6% | $1,039-62.9% | $2,624-85.3% |
| Participant deferral / active EE | $738 | $1,174-37.1% | $1,952-62.2% | $4,348-83.0% |
| Admin fee / account holder | $2,791 | $2,361+18.2% | $2,822-1.1% | $1,944+43.6% |