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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 | $34,932-55.7% | $56,441-72.6% | $74,546-79.2% |
| Participation rate | 8.0% | 32.9%-24.9pp | 52.5%-44.5pp | 67.2%-59.2pp |
| Annual return | 17.30% | 24.90%-7.6pp | 1704.21%-1686.9pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $159 | $608-73.9% | $1,039-84.7% | $2,624-93.9% |
| Participant deferral / active EE | $447 | $1,173-61.9% | $1,953-77.1% | $4,347-89.7% |
| Admin fee / account holder | $2,765 | $2,359+17.2% | $2,829-2.3% | $1,944+42.3% |