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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 | $11,948 | $34,932-65.8% | $56,441-78.8% | $74,546-84.0% |
| Participation rate | 14.4% | 32.9%-18.5pp | 52.5%-38.1pp | 67.2%-52.8pp |
| Annual return | 18.96% | 24.90%-5.9pp | 1704.21%-1685.3pp | 1366.03%-1347.1pp |
| Employer contribution / active EE | $259 | $608-57.4% | $1,039-75.0% | $2,624-90.1% |
| Participant deferral / active EE | $710 | $1,173-39.4% | $1,953-63.6% | $4,347-83.7% |
| Admin fee / account holder | $903 | $2,359-61.7% | $2,829-68.1% | $1,944-53.6% |