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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 | $3,854 | $67,823-94.3% | $52,425-92.6% | $137,256-97.2% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 25.70% | 219.11%-193.4pp | 302.12%-276.4pp | 220.34%-194.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,280 | $2,288-44.0% | $1,790-28.5% | $6,407-80.0% |
| Admin fee / account holder | $487 | $2,844-82.9% | $2,495-80.5% | $12,270-96.0% |