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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 | $9,583 | $30,421-68.5% | $56,077-82.9% | $74,429-87.1% |
| Participation rate | 22.1% | 32.9%-10.7pp | 52.5%-30.4pp | 67.2%-45.1pp |
| Annual return | 16.59% | 24.94%-8.3pp | 1709.28%-1692.7pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $487 | $610-20.1% | $1,040-53.2% | $2,625-81.4% |
| Participant deferral / active EE | $714 | $1,175-39.3% | $1,954-63.5% | $4,348-83.6% |
| Admin fee / account holder | $2,461 | $2,363+4.1% | $2,825-12.9% | $1,944+26.6% |