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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 | $3,431 | $29,716-88.5% | $56,077-93.9% | $80,925-95.8% |
| Participation rate | 69.7% | 41.7%+28.0pp | 52.5%+17.2pp | 67.7%+2.1pp |
| Annual return | 15.04% | 35.30%-20.3pp | 1709.28%-1694.2pp | 35.65%-20.6pp |
| Employer contribution / active EE | $892 | $671+32.9% | $1,040-14.3% | $2,756-67.6% |
| Participant deferral / active EE | $1,241 | $1,228+1.0% | $1,954-36.5% | $4,299-71.1% |
| Admin fee / account holder | $802 | $2,432-67.0% | $2,825-71.6% | $6,940-88.4% |