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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 | $6,155 | $29,733-79.3% | $56,025-89.0% | $80,959-92.4% |
| Participation rate | 56.8% | 41.7%+15.1pp | 52.5%+4.3pp | 67.7%-10.8pp |
| Annual return | 13.83% | 35.28%-21.4pp | 1712.69%-1698.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $547 | $672-18.6% | $1,042-47.5% | $2,757-80.2% |
| Participant deferral / active EE | $890 | $1,229-27.6% | $1,955-54.4% | $4,300-79.3% |
| Admin fee / account holder | $987 | $2,434-59.4% | $2,828-65.1% | $6,925-85.7% |