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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 | $12,786 | $30,423-58.0% | $56,025-77.2% | $74,478-82.8% |
| Participation rate | 16.7% | 32.9%-16.2pp | 52.5%-35.8pp | 67.2%-50.6pp |
| Annual return | 13.49% | 24.97%-11.5pp | 1712.69%-1699.2pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $370 | $610-39.4% | $1,042-64.5% | $2,626-85.9% |
| Participant deferral / active EE | $696 | $1,176-40.8% | $1,955-64.4% | $4,350-84.0% |
| Admin fee / account holder | $2,173 | $2,363-8.1% | $2,828-23.2% | $1,946+11.7% |