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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 | $2,542 | $67,823-96.3% | $52,425-95.2% | $137,256-98.1% |
| Participation rate | 63.6% | 63.9%-0.3pp | 55.6%+8.0pp | 80.0%-16.3pp |
| Annual return | 23.31% | 219.11%-195.8pp | 302.12%-278.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $765 | $2,288-66.6% | $1,790-57.3% | $6,407-88.1% |
| Admin fee / account holder | $323 | $2,844-88.6% | $2,495-87.1% | $12,270-97.4% |