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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 | $18,368 | $30,421-39.6% | $56,077-67.2% | $74,429-75.3% |
| Participation rate | 10.0% | 32.9%-22.9pp | 52.5%-42.5pp | 67.2%-57.2pp |
| Annual return | 14.35% | 24.94%-10.6pp | 1709.28%-1694.9pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $399 | $610-34.6% | $1,040-61.7% | $2,625-84.8% |
| Participant deferral / active EE | $680 | $1,175-42.1% | $1,954-65.2% | $4,348-84.4% |
| Admin fee / account holder | $1,756 | $2,363-25.7% | $2,825-37.8% | $1,944-9.7% |