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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 | $30,385-66.2% | $56,054-81.7% | $74,400-86.2% |
| Participation rate | 14.8% | 32.9%-18.1pp | 52.5%-37.7pp | 67.2%-52.4pp |
| Annual return | 21.93% | 24.92%-3.0pp | 1705.95%-1684.0pp | 1367.51%-1345.6pp |
| Employer contribution / active EE | $157 | $609-74.2% | $1,039-84.9% | $2,624-94.0% |
| Participant deferral / active EE | $569 | $1,174-51.5% | $1,952-70.9% | $4,348-86.9% |
| Admin fee / account holder | $325 | $2,361-86.2% | $2,822-88.5% | $1,944-83.3% |