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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 | $13,833 | $29,319-52.8% | $52,425-73.6% | $82,448-83.2% |
| Participation rate | 16.1% | 46.9%-30.8pp | 55.6%-39.6pp | 68.1%-52.0pp |
| Annual return | 16.42% | 535.20%-518.8pp | 302.12%-285.7pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $602 | $1,171-48.6% | $1,790-66.4% | $4,139-85.4% |
| Admin fee / account holder | $3,998 | $1,962+103.8% | $2,495+60.3% | $7,234-44.7% |