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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 | $7,621 | $29,667-74.3% | $56,441-86.5% | $80,874-90.6% |
| Participation rate | 45.8% | 41.7%+4.2pp | 52.5%-6.7pp | 67.6%-21.8pp |
| Annual return | 21.89% | 35.22%-13.3pp | 1704.21%-1682.3pp | 35.62%-13.7pp |
| Employer contribution / active EE | $990 | $669+47.9% | $1,039-4.7% | $2,756-64.1% |
| Participant deferral / active EE | $1,384 | $1,227+12.8% | $1,953-29.1% | $4,297-67.8% |
| Admin fee / account holder | $697 | $2,429-71.3% | $2,829-75.4% | $6,935-89.9% |