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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 | $7,350 | $29,736-75.3% | $56,033-86.9% | $80,935-90.9% |
| Participation rate | 41.4% | 41.7%-0.3pp | 52.5%-11.1pp | 67.7%-26.3pp |
| Annual return | 48.75% | 35.28%+13.5pp | 1711.38%-1662.6pp | 35.66%+13.1pp |
| Employer contribution / active EE | $452 | $671-32.7% | $1,041-56.6% | $2,757-83.6% |
| Participant deferral / active EE | $2,709 | $1,228+120.6% | $1,954+38.6% | $4,299-37.0% |
| Admin fee / account holder | $610 | $2,434-74.9% | $2,827-78.4% | $6,924-91.2% |