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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 | $2,923 | $49,976-94.2% | $66,674-95.6% | $82,637-96.5% |
| Participation rate | 60.0% | 63.1%-3.1pp | 73.7%-13.7pp | 68.1%-8.1pp |
| Annual return | 22.57% | 39.09%-16.5pp | 321.24%-298.7pp | 53.51%-30.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $668 | $2,847-76.5% | $4,084-83.6% | $4,126-83.8% |
| Admin fee / account holder | $422 | $4,594-90.8% | $5,098-91.7% | $7,339-94.3% |