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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 | $12,595 | $30,437-58.6% | $56,033-77.5% | $74,459-83.1% |
| Participation rate | 19.5% | 32.9%-13.4pp | 52.5%-33.0pp | 67.2%-47.7pp |
| Annual return | 14.98% | 24.96%-10.0pp | 1711.38%-1696.4pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $477 | $610-21.8% | $1,041-54.2% | $2,626-81.8% |
| Participant deferral / active EE | $577 | $1,176-50.9% | $1,954-70.5% | $4,350-86.7% |
| Admin fee / account holder | $547 | $2,363-76.9% | $2,827-80.7% | $1,945-71.9% |