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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 | $11,163 | $28,624-61.0% | $53,647-79.2% | $82,637-86.5% |
| Participation rate | 24.1% | 47.3%-23.1pp | 56.3%-32.1pp | 68.1%-43.9pp |
| Annual return | 16.12% | 664.98%-648.9pp | 358.33%-342.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $151 | $637-76.3% | $962-84.3% | $2,552-94.1% |
| Participant deferral / active EE | $329 | $1,196-72.5% | $1,813-81.9% | $4,126-92.0% |
| Admin fee / account holder | $2,827 | $2,022+39.8% | $2,460+14.9% | $7,339-61.5% |