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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 | $2,586 | $29,319-91.2% | $52,425-95.1% | $82,448-96.9% |
| Participation rate | 32.5% | 46.9%-14.4pp | 55.6%-23.1pp | 68.1%-35.6pp |
| Annual return | 22.55% | 535.20%-512.6pp | 302.12%-279.6pp | 41.64%-19.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $452 | $1,171-61.4% | $1,790-74.7% | $4,139-89.1% |
| Admin fee / account holder | $393 | $1,962-80.0% | $2,495-84.3% | $7,234-94.6% |