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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 | $18,306 | $30,421-39.8% | $56,077-67.4% | $74,429-75.4% |
| Participation rate | 28.2% | 32.9%-4.7pp | 52.5%-24.3pp | 67.2%-39.0pp |
| Annual return | 13.19% | 24.94%-11.8pp | 1709.28%-1696.1pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $175 | $610-71.2% | $1,040-83.1% | $2,625-93.3% |
| Participant deferral / active EE | $393 | $1,175-66.6% | $1,954-79.9% | $4,348-91.0% |
| Admin fee / account holder | $951 | $2,363-59.8% | $2,825-66.3% | $1,944-51.1% |