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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 | $30,421-75.4% | $56,077-86.6% | $74,429-89.9% |
| Participation rate | 37.1% | 32.9%+4.2pp | 52.5%-15.4pp | 67.2%-30.1pp |
| Annual return | 15.67% | 24.94%-9.3pp | 1709.28%-1693.6pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $458 | $610-25.0% | $1,040-56.0% | $2,625-82.6% |
| Participant deferral / active EE | $891 | $1,175-24.2% | $1,954-54.4% | $4,348-79.5% |
| Admin fee / account holder | $769 | $2,363-67.5% | $2,825-72.8% | $1,944-60.5% |