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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 | $32,134 | $34,932-8.0% | $56,441-43.1% | $74,546-56.9% |
| Participation rate | 18.6% | 32.9%-14.3pp | 52.5%-33.9pp | 67.2%-48.6pp |
| Annual return | 12.30% | 24.90%-12.6pp | 1704.21%-1691.9pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $320 | $608-47.3% | $1,039-69.2% | $2,624-87.8% |
| Participant deferral / active EE | $818 | $1,173-30.2% | $1,953-58.1% | $4,347-81.2% |
| Admin fee / account holder | $2,866 | $2,359+21.5% | $2,829+1.3% | $1,944+47.5% |