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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 | $3,115 | $28,624-89.1% | $53,647-94.2% | $82,637-96.2% |
| Participation rate | 46.9% | 47.3%-0.4pp | 56.3%-9.4pp | 68.1%-21.2pp |
| Annual return | 19.93% | 664.98%-645.1pp | 358.33%-338.4pp | 53.51%-33.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $343 | $1,196-71.4% | $1,813-81.1% | $4,126-91.7% |
| Admin fee / account holder | $688 | $2,022-66.0% | $2,460-72.0% | $7,339-90.6% |