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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 | $6,627 | $29,319-77.4% | $52,425-87.4% | $82,448-92.0% |
| Participation rate | 64.2% | 46.9%+17.3pp | 55.6%+8.5pp | 68.1%-3.9pp |
| Annual return | 16.27% | 535.20%-518.9pp | 302.12%-285.9pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,836 | $1,171+56.8% | $1,790+2.6% | $4,139-55.6% |
| Admin fee / account holder | $574 | $1,962-70.7% | $2,495-77.0% | $7,234-92.1% |