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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 | $16,920 | $29,733-43.1% | $56,025-69.8% | $80,959-79.1% |
| Participation rate | 11.6% | 41.7%-30.1pp | 52.5%-40.9pp | 67.7%-56.1pp |
| Annual return | 16.53% | 35.28%-18.8pp | 1712.69%-1696.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $224 | $672-66.7% | $1,042-78.5% | $2,757-91.9% |
| Participant deferral / active EE | $334 | $1,229-72.8% | $1,955-82.9% | $4,300-92.2% |
| Admin fee / account holder | $915 | $2,434-62.4% | $2,828-67.6% | $6,925-86.8% |