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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 | $10,274 | $30,423-66.2% | $56,025-81.7% | $74,478-86.2% |
| Participation rate | 14.8% | 32.9%-18.1pp | 52.5%-37.7pp | 67.2%-52.4pp |
| Annual return | 21.93% | 24.97%-3.0pp | 1712.69%-1690.8pp | 1370.56%-1348.6pp |
| Employer contribution / active EE | $157 | $610-74.3% | $1,042-84.9% | $2,626-94.0% |
| Participant deferral / active EE | $569 | $1,176-51.6% | $1,955-70.9% | $4,350-86.9% |
| Admin fee / account holder | $325 | $2,363-86.2% | $2,828-88.5% | $1,946-83.3% |