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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 | $3,095 | $29,733-89.6% | $56,025-94.5% | $80,959-96.2% |
| Participation rate | 64.9% | 41.7%+23.1pp | 52.5%+12.4pp | 67.7%-2.8pp |
| Annual return | 13.56% | 35.28%-21.7pp | 1712.69%-1699.1pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,130 | $1,229-8.1% | $1,955-42.2% | $4,300-73.7% |
| Admin fee / account holder | $515 | $2,434-78.8% | $2,828-81.8% | $6,925-92.6% |