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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 | $3,776 | $29,736-87.3% | $56,033-93.3% | $80,935-95.3% |
| Participation rate | 9.3% | 41.7%-32.4pp | 52.5%-43.2pp | 67.7%-58.4pp |
| Annual return | 63.63% | 35.28%+28.4pp | 1711.38%-1647.7pp | 35.66%+28.0pp |
| Employer contribution / active EE | $104 | $671-84.6% | $1,041-90.0% | $2,757-96.2% |
| Participant deferral / active EE | $255 | $1,228-79.2% | $1,954-86.9% | $4,299-94.1% |
| Admin fee / account holder | $1,262 | $2,434-48.1% | $2,827-55.4% | $6,924-81.8% |