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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 | $20,994 | $30,437-31.0% | $56,033-62.5% | $74,459-71.8% |
| Participation rate | 2.9% | 32.9%-30.0pp | 52.5%-49.6pp | 67.2%-64.3pp |
| Annual return | 13.43% | 24.96%-11.5pp | 1711.38%-1697.9pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $108 | $610-82.2% | $1,041-89.6% | $2,626-95.9% |
| Participant deferral / active EE | $245 | $1,176-79.1% | $1,954-87.4% | $4,350-94.4% |
| Admin fee / account holder | $2,325 | $2,363-1.6% | $2,827-17.8% | $1,945+19.5% |