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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 | $3,894 | $29,733-86.9% | $56,025-93.0% | $80,959-95.2% |
| Participation rate | 58.6% | 41.7%+16.9pp | 52.5%+6.1pp | 67.7%-9.0pp |
| Annual return | 17.10% | 35.28%-18.2pp | 1712.69%-1695.6pp | 35.67%-18.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,312 | $1,229+6.7% | $1,955-32.9% | $4,300-69.5% |
| Admin fee / account holder | $332 | $2,434-86.3% | $2,828-88.2% | $6,925-95.2% |