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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 | $18,128 | $34,316-47.2% | $74,723-75.7% | $72,976-75.2% |
| Participation rate | 44.1% | 42.4%+1.7pp | 54.5%-10.4pp | 69.5%-25.4pp |
| Annual return | 19.63% | 26.58%-6.9pp | 753.18%-733.5pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $531 | $1,272-58.2% | $1,962-72.9% | $3,608-85.3% |
| Admin fee / account holder | $771 | $2,125-63.7% | $3,335-76.9% | $5,124-85.0% |