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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 | $30,421-55.4% | $56,077-75.8% | $74,429-81.8% |
| Participation rate | 17.7% | 32.9%-15.2pp | 52.5%-34.8pp | 67.2%-49.5pp |
| Annual return | 12.49% | 24.94%-12.4pp | 1709.28%-1696.8pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $314 | $610-48.5% | $1,040-69.8% | $2,625-88.0% |
| Participant deferral / active EE | $916 | $1,175-22.1% | $1,954-53.1% | $4,348-78.9% |
| Admin fee / account holder | $2,237 | $2,363-5.4% | $2,825-20.8% | $1,944+15.0% |