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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 | $9,996 | $30,732-67.5% | $59,496-83.2% | $59,632-83.2% |
| Participation rate | 61.3% | 43.2%+18.0pp | 54.6%+6.7pp | 68.7%-7.4pp |
| Annual return | 0.03% | 4.47%-4.4pp | 182.05%-182.0pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $833 | $631+32.1% | $1,153-27.7% | $2,203-62.2% |
| Participant deferral / active EE | $1,430 | $1,183+20.8% | $1,829-21.9% | $3,192-55.2% |
| Admin fee / account holder | $932 | $2,136-56.4% | $2,232-58.2% | $4,297-78.3% |