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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 | $15,471 | $30,421-49.1% | $56,077-72.4% | $74,429-79.2% |
| Participation rate | 8.0% | 32.9%-24.9pp | 52.5%-44.5pp | 67.2%-59.2pp |
| Annual return | 17.30% | 24.94%-7.6pp | 1709.28%-1692.0pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $159 | $610-74.0% | $1,040-84.7% | $2,625-93.9% |
| Participant deferral / active EE | $447 | $1,175-62.0% | $1,954-77.1% | $4,348-89.7% |
| Admin fee / account holder | $2,765 | $2,363+17.0% | $2,825-2.1% | $1,944+42.2% |