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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 | $29,670-86.9% | $56,054-93.1% | $80,911-95.2% |
| Participation rate | 58.6% | 41.7%+17.0pp | 52.5%+6.1pp | 67.6%-9.0pp |
| Annual return | 17.10% | 35.24%-18.1pp | 1705.95%-1688.8pp | 35.63%-18.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,312 | $1,227+6.9% | $1,952-32.8% | $4,297-69.5% |
| Admin fee / account holder | $332 | $2,431-86.3% | $2,822-88.2% | $6,935-95.2% |