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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 | $6,207 | $29,736-79.1% | $56,033-88.9% | $80,935-92.3% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.7%-17.7pp |
| Annual return | 16.79% | 35.28%-18.5pp | 1711.38%-1694.6pp | 35.66%-18.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,454 | $1,228+18.3% | $1,954-25.6% | $4,299-66.2% |
| Admin fee / account holder | $389 | $2,434-84.0% | $2,827-86.2% | $6,924-94.4% |