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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 | $5,175 | $30,437-83.0% | $56,033-90.8% | $74,459-93.0% |
| Participation rate | 16.8% | 32.9%-16.1pp | 52.5%-35.7pp | 67.2%-50.4pp |
| Annual return | 20.84% | 24.96%-4.1pp | 1711.38%-1690.5pp | 1369.70%-1348.9pp |
| Employer contribution / active EE | $161 | $610-73.6% | $1,041-84.5% | $2,626-93.9% |
| Participant deferral / active EE | $442 | $1,176-62.4% | $1,954-77.4% | $4,350-89.8% |
| Admin fee / account holder | $533 | $2,363-77.4% | $2,827-81.1% | $1,945-72.6% |