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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 | $7,595 | $30,437-75.0% | $56,033-86.4% | $74,459-89.8% |
| Participation rate | 65.5% | 32.9%+32.6pp | 52.5%+13.0pp | 67.2%-1.7pp |
| Annual return | 15.83% | 24.96%-9.1pp | 1711.38%-1695.5pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $831 | $610+36.3% | $1,041-20.1% | $2,626-68.3% |
| Participant deferral / active EE | $1,447 | $1,176+23.1% | $1,954-25.9% | $4,350-66.7% |
| Admin fee / account holder | $787 | $2,363-66.7% | $2,827-72.1% | $1,945-59.5% |