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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 | $16,226 | $60,504-73.2% | $81,882-80.2% | $74,478-78.2% |
| Participation rate | 35.8% | 62.9%-27.1pp | 72.4%-36.6pp | 67.2%-31.4pp |
| Annual return | 14.94% | 16.91%-2.0pp | 779.47%-764.5pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $696 | $2,627-73.5% | $2,916-76.1% | $2,626-73.5% |
| Participant deferral / active EE | $1,422 | $3,400-58.2% | $4,323-67.1% | $4,350-67.3% |
| Admin fee / account holder | $926 | $1,492-37.9% | $7,360-87.4% | $1,946-52.4% |