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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 | $5,419 | $29,319-81.5% | $52,425-89.7% | $82,448-93.4% |
| Participation rate | 62.3% | 46.9%+15.4pp | 55.6%+6.6pp | 68.1%-5.8pp |
| Annual return | 19.39% | 535.20%-515.8pp | 302.12%-282.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,035 | $1,171-11.6% | $1,790-42.2% | $4,139-75.0% |
| Admin fee / account holder | $814 | $1,962-58.5% | $2,495-67.4% | $7,234-88.7% |