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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 | $6,762 | $29,319-76.9% | $52,425-87.1% | $82,448-91.8% |
| Participation rate | 51.6% | 46.9%+4.8pp | 55.6%-4.0pp | 68.1%-16.5pp |
| Annual return | 23.35% | 535.20%-511.9pp | 302.12%-278.8pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,088 | $1,171-7.2% | $1,790-39.3% | $4,139-73.7% |
| Admin fee / account holder | $600 | $1,962-69.4% | $2,495-75.9% | $7,234-91.7% |