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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 | $30,385-39.8% | $56,054-67.3% | $74,400-75.4% |
| Participation rate | 28.2% | 32.9%-4.7pp | 52.5%-24.3pp | 67.2%-39.0pp |
| Annual return | 13.19% | 24.92%-11.7pp | 1705.95%-1692.8pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $175 | $609-71.2% | $1,039-83.1% | $2,624-93.3% |
| Participant deferral / active EE | $393 | $1,174-66.5% | $1,952-79.9% | $4,348-91.0% |
| Admin fee / account holder | $951 | $2,361-59.7% | $2,822-66.3% | $1,944-51.1% |