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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 | $25,219 | $30,423-17.1% | $56,025-55.0% | $74,478-66.1% |
| Participation rate | 21.2% | 32.9%-11.7pp | 52.5%-31.4pp | 67.2%-46.1pp |
| Annual return | 11.74% | 24.97%-13.2pp | 1712.69%-1700.9pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $568 | $610-7.0% | $1,042-45.5% | $2,626-78.4% |
| Participant deferral / active EE | $1,123 | $1,176-4.5% | $1,955-42.5% | $4,350-74.2% |
| Admin fee / account holder | $2,674 | $2,363+13.2% | $2,828-5.5% | $1,946+37.4% |