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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 | $3,496 | $28,624-87.8% | $53,647-93.5% | $82,637-95.8% |
| Participation rate | 64.9% | 47.3%+17.6pp | 56.3%+8.6pp | 68.1%-3.1pp |
| Annual return | 18.74% | 664.98%-646.2pp | 358.33%-339.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $357 | $637-43.9% | $962-62.9% | $2,552-86.0% |
| Participant deferral / active EE | $690 | $1,196-42.3% | $1,813-62.0% | $4,126-83.3% |
| Admin fee / account holder | $512 | $2,022-74.7% | $2,460-79.2% | $7,339-93.0% |