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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 | $15,265 | $29,733-48.7% | $56,025-72.8% | $80,959-81.1% |
| Participation rate | 23.4% | 41.7%-18.3pp | 52.5%-29.1pp | 67.7%-44.2pp |
| Annual return | 31.45% | 35.28%-3.8pp | 1712.69%-1681.2pp | 35.67%-4.2pp |
| Employer contribution / active EE | $339 | $672-49.5% | $1,042-67.4% | $2,757-87.7% |
| Participant deferral / active EE | $1,037 | $1,229-15.6% | $1,955-46.9% | $4,300-75.9% |
| Admin fee / account holder | $1,180 | $2,434-51.5% | $2,828-58.3% | $6,925-83.0% |