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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 | $30,385-75.3% | $56,054-86.6% | $74,400-89.9% |
| Participation rate | 37.1% | 32.9%+4.2pp | 52.5%-15.4pp | 67.2%-30.1pp |
| Annual return | 15.67% | 24.92%-9.2pp | 1705.95%-1690.3pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $458 | $609-24.9% | $1,039-56.0% | $2,624-82.6% |
| Participant deferral / active EE | $891 | $1,174-24.1% | $1,952-54.4% | $4,348-79.5% |
| Admin fee / account holder | $769 | $2,361-67.4% | $2,822-72.8% | $1,944-60.4% |