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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 | $8,737 | $30,421-71.3% | $56,077-84.4% | $74,429-88.3% |
| Participation rate | 35.1% | 32.9%+2.3pp | 52.5%-17.4pp | 67.2%-32.1pp |
| Annual return | 11.46% | 24.94%-13.5pp | 1709.28%-1697.8pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $319 | $610-47.7% | $1,040-69.3% | $2,625-87.8% |
| Participant deferral / active EE | $1,176 | $1,175+0.1% | $1,954-39.8% | $4,348-73.0% |
| Admin fee / account holder | $1,527 | $2,363-35.4% | $2,825-46.0% | $1,944-21.5% |