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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 | $7,491 | $34,932-78.6% | $56,441-86.7% | $74,546-90.0% |
| Participation rate | 37.1% | 32.9%+4.2pp | 52.5%-15.4pp | 67.2%-30.1pp |
| Annual return | 15.67% | 24.90%-9.2pp | 1704.21%-1688.5pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $458 | $608-24.8% | $1,039-56.0% | $2,624-82.6% |
| Participant deferral / active EE | $891 | $1,173-24.0% | $1,953-54.4% | $4,347-79.5% |
| Admin fee / account holder | $769 | $2,359-67.4% | $2,829-72.8% | $1,944-60.4% |