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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 | $29,716-43.1% | $56,077-69.8% | $80,925-79.1% |
| Participation rate | 11.6% | 41.7%-30.1pp | 52.5%-40.9pp | 67.7%-56.1pp |
| Annual return | 16.53% | 35.30%-18.8pp | 1709.28%-1692.7pp | 35.65%-19.1pp |
| Employer contribution / active EE | $224 | $671-66.6% | $1,040-78.5% | $2,756-91.9% |
| Participant deferral / active EE | $334 | $1,228-72.8% | $1,954-82.9% | $4,299-92.2% |
| Admin fee / account holder | $915 | $2,432-62.4% | $2,825-67.6% | $6,940-86.8% |