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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 | $6,480 | $29,319-77.9% | $52,425-87.6% | $82,448-92.1% |
| Participation rate | 34.3% | 46.9%-12.6pp | 55.6%-21.3pp | 68.1%-33.8pp |
| Annual return | 18.42% | 535.20%-516.8pp | 302.12%-283.7pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,079 | $1,171-7.9% | $1,790-39.7% | $4,139-73.9% |
| Admin fee / account holder | $1,062 | $1,962-45.9% | $2,495-57.4% | $7,234-85.3% |