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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 | $13,557 | $30,423-55.4% | $56,025-75.8% | $74,478-81.8% |
| Participation rate | 17.7% | 32.9%-15.2pp | 52.5%-34.8pp | 67.2%-49.5pp |
| Annual return | 12.49% | 24.97%-12.5pp | 1712.69%-1700.2pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $314 | $610-48.5% | $1,042-69.8% | $2,626-88.0% |
| Participant deferral / active EE | $916 | $1,176-22.2% | $1,955-53.2% | $4,350-79.0% |
| Admin fee / account holder | $2,237 | $2,363-5.4% | $2,828-20.9% | $1,946+14.9% |