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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 | $1,986 | $29,319-93.2% | $52,425-96.2% | $82,448-97.6% |
| Participation rate | 68.0% | 46.9%+21.1pp | 55.6%+12.4pp | 68.1%-0.1pp |
| Annual return | 38.78% | 535.20%-496.4pp | 302.12%-263.3pp | 41.64%-2.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,029 | $1,171-12.2% | $1,790-42.5% | $4,139-75.1% |
| Admin fee / account holder | $314 | $1,962-84.0% | $2,495-87.4% | $7,234-95.7% |