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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 | $29,716-48.6% | $56,077-72.8% | $80,925-81.1% |
| Participation rate | 23.4% | 41.7%-18.3pp | 52.5%-29.1pp | 67.7%-44.2pp |
| Annual return | 31.45% | 35.30%-3.9pp | 1709.28%-1677.8pp | 35.65%-4.2pp |
| Employer contribution / active EE | $339 | $671-49.4% | $1,040-67.4% | $2,756-87.7% |
| Participant deferral / active EE | $1,037 | $1,228-15.6% | $1,954-46.9% | $4,299-75.9% |
| Admin fee / account holder | $1,180 | $2,432-51.5% | $2,825-58.2% | $6,940-83.0% |