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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 | $30,437-49.2% | $56,033-72.4% | $74,459-79.2% |
| Participation rate | 8.0% | 32.9%-24.9pp | 52.5%-44.5pp | 67.2%-59.2pp |
| Annual return | 17.30% | 24.96%-7.7pp | 1711.38%-1694.1pp | 1369.70%-1352.4pp |
| Employer contribution / active EE | $159 | $610-74.0% | $1,041-84.7% | $2,626-94.0% |
| Participant deferral / active EE | $447 | $1,176-62.0% | $1,954-77.1% | $4,350-89.7% |
| Admin fee / account holder | $2,765 | $2,363+17.0% | $2,827-2.2% | $1,945+42.2% |