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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 | $29,670-79.3% | $56,054-89.0% | $80,911-92.4% |
| Participation rate | 56.8% | 41.7%+15.2pp | 52.5%+4.3pp | 67.6%-10.8pp |
| Annual return | 13.83% | 35.24%-21.4pp | 1705.95%-1692.1pp | 35.63%-21.8pp |
| Employer contribution / active EE | $547 | $670-18.4% | $1,039-47.4% | $2,756-80.2% |
| Participant deferral / active EE | $890 | $1,227-27.4% | $1,952-54.4% | $4,297-79.3% |
| Admin fee / account holder | $987 | $2,431-59.4% | $2,822-65.0% | $6,935-85.8% |