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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 | $19,746 | $30,423-35.1% | $56,025-64.8% | $74,478-73.5% |
| Participation rate | 16.0% | 32.9%-16.9pp | 52.5%-36.5pp | 67.2%-51.2pp |
| Annual return | 19.64% | 24.97%-5.3pp | 1712.69%-1693.0pp | 1370.56%-1350.9pp |
| Employer contribution / active EE | $465 | $610-23.8% | $1,042-55.4% | $2,626-82.3% |
| Participant deferral / active EE | $774 | $1,176-34.2% | $1,955-60.4% | $4,350-82.2% |
| Admin fee / account holder | $695 | $2,363-70.6% | $2,828-75.4% | $1,946-64.3% |