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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 | $4,344 | $29,319-85.2% | $52,425-91.7% | $82,448-94.7% |
| Participation rate | 65.6% | 46.9%+18.8pp | 55.6%+10.0pp | 68.1%-2.4pp |
| Annual return | 22.47% | 535.20%-512.7pp | 302.12%-279.7pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,303 | $1,171+11.2% | $1,790-27.2% | $4,139-68.5% |
| Admin fee / account holder | $1,666 | $1,962-15.1% | $2,495-33.2% | $7,234-77.0% |