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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 | $2,956 | $29,733-90.1% | $56,025-94.7% | $80,959-96.3% |
| Participation rate | 66.0% | 41.7%+24.2pp | 52.5%+13.4pp | 67.7%-1.7pp |
| Annual return | 11.66% | 35.28%-23.6pp | 1712.69%-1701.0pp | 35.67%-24.0pp |
| Employer contribution / active EE | $416 | $672-38.0% | $1,042-60.0% | $2,757-84.9% |
| Participant deferral / active EE | $486 | $1,229-60.5% | $1,955-75.1% | $4,300-88.7% |
| Admin fee / account holder | $360 | $2,434-85.2% | $2,828-87.3% | $6,925-94.8% |