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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 | $7,856 | $67,823-88.4% | $52,425-85.0% | $137,256-94.3% |
| Participation rate | 63.2% | 63.9%-0.7pp | 55.6%+7.5pp | 80.0%-16.8pp |
| Annual return | 14.52% | 219.11%-204.6pp | 302.12%-287.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,644 | $2,288-28.1% | $1,790-8.2% | $6,407-74.3% |
| Admin fee / account holder | $1,291 | $2,844-54.6% | $2,495-48.2% | $12,270-89.5% |