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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 | $15,462 | $30,421-49.2% | $56,077-72.4% | $74,429-79.2% |
| Participation rate | 23.3% | 32.9%-9.5pp | 52.5%-29.2pp | 67.2%-43.9pp |
| Annual return | 14.33% | 24.94%-10.6pp | 1709.28%-1694.9pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $466 | $610-23.6% | $1,040-55.2% | $2,625-82.3% |
| Participant deferral / active EE | $1,246 | $1,175+6.0% | $1,954-36.2% | $4,348-71.3% |
| Admin fee / account holder | $1,422 | $2,363-39.8% | $2,825-49.7% | $1,944-26.9% |