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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 | $24,601 | $30,437-19.2% | $56,033-56.1% | $74,459-67.0% |
| Participation rate | 26.0% | 32.9%-6.8pp | 52.5%-26.5pp | 67.2%-41.2pp |
| Annual return | 18.48% | 24.96%-6.5pp | 1711.38%-1692.9pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $132 | $610-78.3% | $1,041-87.3% | $2,626-95.0% |
| Participant deferral / active EE | $1,536 | $1,176+30.7% | $1,954-21.4% | $4,350-64.7% |
| Admin fee / account holder | $1,031 | $2,363-56.4% | $2,827-63.5% | $1,945-47.0% |