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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 | $3,164 | $29,736-89.4% | $56,033-94.4% | $80,935-96.1% |
| Participation rate | 60.0% | 41.7%+18.3pp | 52.5%+7.5pp | 67.7%-7.7pp |
| Annual return | 12.31% | 35.28%-23.0pp | 1711.38%-1699.1pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $588 | $1,228-52.1% | $1,954-69.9% | $4,299-86.3% |
| Admin fee / account holder | $305 | $2,434-87.5% | $2,827-89.2% | $6,924-95.6% |