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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 | $17,690 | $30,385-41.8% | $56,054-68.4% | $74,400-76.2% |
| Participation rate | 8.3% | 32.9%-24.6pp | 52.5%-44.2pp | 67.2%-58.9pp |
| Annual return | 11.35% | 24.92%-13.6pp | 1705.95%-1694.6pp | 1367.51%-1356.2pp |
| Employer contribution / active EE | $309 | $609-49.3% | $1,039-70.3% | $2,624-88.2% |
| Participant deferral / active EE | $748 | $1,174-36.3% | $1,952-61.7% | $4,348-82.8% |
| Admin fee / account holder | $530 | $2,361-77.6% | $2,822-81.2% | $1,944-72.7% |