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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 | $3,440 | $29,736-88.4% | $56,033-93.9% | $80,935-95.7% |
| Participation rate | 66.7% | 41.7%+25.0pp | 52.5%+14.2pp | 67.7%-1.0pp |
| Annual return | 10.74% | 35.28%-24.5pp | 1711.38%-1700.6pp | 35.66%-24.9pp |
| Employer contribution / active EE | $303 | $671-54.8% | $1,041-70.9% | $2,757-89.0% |
| Participant deferral / active EE | $1,341 | $1,228+9.2% | $1,954-31.4% | $4,299-68.8% |
| Admin fee / account holder | $543 | $2,434-77.7% | $2,827-80.8% | $6,924-92.2% |