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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 | $10,186 | $30,421-66.5% | $56,077-81.8% | $74,429-86.3% |
| Participation rate | 15.7% | 32.9%-17.2pp | 52.5%-36.8pp | 67.2%-51.6pp |
| Annual return | 24.32% | 24.94%-0.6pp | 1709.28%-1685.0pp | 1368.38%-1344.1pp |
| Employer contribution / active EE | $471 | $610-22.8% | $1,040-54.8% | $2,625-82.1% |
| Participant deferral / active EE | $788 | $1,175-32.9% | $1,954-59.7% | $4,348-81.9% |
| Admin fee / account holder | $1,197 | $2,363-49.4% | $2,825-57.6% | $1,944-38.5% |