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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 | $26,181 | $30,423-13.9% | $56,025-53.3% | $74,478-64.8% |
| Participation rate | 15.7% | 32.9%-17.2pp | 52.5%-36.8pp | 67.2%-51.5pp |
| Annual return | 26.79% | 24.97%+1.8pp | 1712.69%-1685.9pp | 1370.56%-1343.8pp |
| Employer contribution / active EE | $129 | $610-78.9% | $1,042-87.6% | $2,626-95.1% |
| Participant deferral / active EE | $564 | $1,176-52.0% | $1,955-71.1% | $4,350-87.0% |
| Admin fee / account holder | $761 | $2,363-67.8% | $2,828-73.1% | $1,946-60.9% |