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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 | $1,930 | $29,319-93.4% | $52,425-96.3% | $82,448-97.7% |
| Participation rate | 68.4% | 46.9%+21.6pp | 55.6%+12.8pp | 68.1%+0.4pp |
| Annual return | 37.96% | 535.20%-497.2pp | 302.12%-264.2pp | 41.64%-3.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,148 | $1,171-2.0% | $1,790-35.9% | $4,139-72.3% |
| Admin fee / account holder | $403 | $1,962-79.5% | $2,495-83.9% | $7,234-94.4% |