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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 | $5,530 | $67,823-91.8% | $52,425-89.5% | $137,256-96.0% |
| Participation rate | 64.3% | 63.9%+0.4pp | 55.6%+8.7pp | 80.0%-15.7pp |
| Annual return | 23.17% | 219.11%-195.9pp | 302.12%-278.9pp | 220.34%-197.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,470 | $2,288-35.8% | $1,790-17.9% | $6,407-77.1% |
| Admin fee / account holder | $409 | $2,844-85.6% | $2,495-83.6% | $12,270-96.7% |