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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 | $5,555 | $29,319-81.1% | $52,425-89.4% | $82,448-93.3% |
| Participation rate | 35.1% | 46.9%-11.8pp | 55.6%-20.5pp | 68.1%-33.0pp |
| Annual return | 24.55% | 535.20%-510.7pp | 302.12%-277.6pp | 41.64%-17.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $526 | $1,171-55.1% | $1,790-70.6% | $4,139-87.3% |
| Admin fee / account holder | $431 | $1,962-78.0% | $2,495-82.7% | $7,234-94.0% |