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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 | $8,624 | $29,733-71.0% | $56,025-84.6% | $80,959-89.3% |
| Participation rate | 62.2% | 41.7%+20.4pp | 52.5%+9.7pp | 67.7%-5.5pp |
| Annual return | 22.45% | 35.28%-12.8pp | 1712.69%-1690.2pp | 35.67%-13.2pp |
| Employer contribution / active EE | $592 | $672-11.9% | $1,042-43.2% | $2,757-78.5% |
| Participant deferral / active EE | $1,565 | $1,229+27.3% | $1,955-19.9% | $4,300-63.6% |
| Admin fee / account holder | $430 | $2,434-82.3% | $2,828-84.8% | $6,925-93.8% |