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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 | $4,319 | $29,319-85.3% | $52,425-91.8% | $82,448-94.8% |
| Participation rate | 56.1% | 46.9%+9.2pp | 55.6%+0.5pp | 68.1%-12.0pp |
| Annual return | 20.85% | 535.20%-514.4pp | 302.12%-281.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,196 | $1,171+2.1% | $1,790-33.2% | $4,139-71.1% |
| Admin fee / account holder | $912 | $1,962-53.5% | $2,495-63.4% | $7,234-87.4% |