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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 | $36,884 | $34,932+5.6% | $56,441-34.7% | $74,546-50.5% |
| Participation rate | 15.2% | 32.9%-17.7pp | 52.5%-37.3pp | 67.2%-52.0pp |
| Annual return | 12.39% | 24.90%-12.5pp | 1704.21%-1691.8pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $224 | $608-63.2% | $1,039-78.5% | $2,624-91.5% |
| Participant deferral / active EE | $657 | $1,173-44.0% | $1,953-66.4% | $4,347-84.9% |
| Admin fee / account holder | $5,191 | $2,359+120.0% | $2,829+83.5% | $1,944+167.1% |