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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 | $12,429 | $30,423-59.1% | $56,025-77.8% | $74,478-83.3% |
| Participation rate | 10.9% | 32.9%-21.9pp | 52.5%-41.6pp | 67.2%-56.3pp |
| Annual return | 15.55% | 24.97%-9.4pp | 1712.69%-1697.1pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $351 | $610-42.5% | $1,042-66.3% | $2,626-86.6% |
| Participant deferral / active EE | $430 | $1,176-63.5% | $1,955-78.0% | $4,350-90.1% |
| Admin fee / account holder | $1,227 | $2,363-48.1% | $2,828-56.6% | $1,946-36.9% |