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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 | $30,437-60.7% | $56,033-78.7% | $74,459-84.0% |
| Participation rate | 14.4% | 32.9%-18.5pp | 52.5%-38.1pp | 67.2%-52.8pp |
| Annual return | 18.96% | 24.96%-6.0pp | 1711.38%-1692.4pp | 1369.70%-1350.7pp |
| Employer contribution / active EE | $259 | $610-57.5% | $1,041-75.1% | $2,626-90.1% |
| Participant deferral / active EE | $710 | $1,176-39.6% | $1,954-63.6% | $4,350-83.7% |
| Admin fee / account holder | $903 | $2,363-61.8% | $2,827-68.1% | $1,945-53.6% |