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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 | $5,368 | $67,823-92.1% | $52,425-89.8% | $137,256-96.1% |
| Participation rate | 68.4% | 63.9%+4.5pp | 55.6%+12.8pp | 80.0%-11.5pp |
| Annual return | 22.81% | 219.11%-196.3pp | 302.12%-279.3pp | 220.34%-197.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,102 | $2,288-51.9% | $1,790-38.5% | $6,407-82.8% |
| Admin fee / account holder | $380 | $2,844-86.6% | $2,495-84.8% | $12,270-96.9% |