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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 | $29,716-86.9% | $56,077-93.1% | $80,925-95.2% |
| Participation rate | 58.6% | 41.7%+16.9pp | 52.5%+6.1pp | 67.7%-9.0pp |
| Annual return | 17.10% | 35.30%-18.2pp | 1709.28%-1692.2pp | 35.65%-18.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,312 | $1,228+6.8% | $1,954-32.9% | $4,299-69.5% |
| Admin fee / account holder | $332 | $2,432-86.3% | $2,825-88.2% | $6,940-95.2% |