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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 | $3,656 | $27,924-86.9% | $58,544-93.8% | $75,181-95.1% |
| Participation rate | 69.2% | 38.8%+30.4pp | 50.9%+18.4pp | 67.2%+2.0pp |
| Annual return | 21.52% | 44.20%-22.7pp | 4249.56%-4228.0pp | 160.69%-139.2pp |
| Employer contribution / active EE | $294 | $669-56.0% | $1,053-72.0% | $2,671-89.0% |
| Participant deferral / active EE | $1,194 | $1,202-0.6% | $1,923-37.9% | $4,126-71.1% |
| Admin fee / account holder | $358 | $1,726-79.3% | $2,520-85.8% | $5,650-93.7% |