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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 | $2,076 | $29,319-92.9% | $52,425-96.0% | $82,448-97.5% |
| Participation rate | 41.9% | 46.9%-5.0pp | 55.6%-13.8pp | 68.1%-26.2pp |
| Annual return | 20.38% | 535.20%-514.8pp | 302.12%-281.7pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $362 | $1,171-69.1% | $1,790-79.8% | $4,139-91.3% |
| Admin fee / account holder | $473 | $1,962-75.9% | $2,495-81.0% | $7,234-93.5% |