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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 | $2,557 | $29,319-91.3% | $52,425-95.1% | $82,448-96.9% |
| Participation rate | 62.3% | 46.9%+15.5pp | 55.6%+6.7pp | 68.1%-5.7pp |
| Annual return | 26.23% | 535.20%-509.0pp | 302.12%-275.9pp | 41.64%-15.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $962 | $1,171-17.9% | $1,790-46.3% | $4,139-76.8% |
| Admin fee / account holder | $381 | $1,962-80.6% | $2,495-84.7% | $7,234-94.7% |