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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 | $6,487 | $29,736-78.2% | $56,033-88.4% | $80,935-92.0% |
| Participation rate | 53.6% | 41.7%+11.9pp | 52.5%+1.1pp | 67.7%-14.1pp |
| Annual return | 11.09% | 35.28%-24.2pp | 1711.38%-1700.3pp | 35.66%-24.6pp |
| Employer contribution / active EE | $925 | $671+37.8% | $1,041-11.1% | $2,757-66.4% |
| Participant deferral / active EE | $1,075 | $1,228-12.5% | $1,954-45.0% | $4,299-75.0% |
| Admin fee / account holder | $4,238 | $2,434+74.1% | $2,827+49.9% | $6,924-38.8% |