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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 | $1,451 | $29,319-95.1% | $52,425-97.2% | $82,448-98.2% |
| Participation rate | 36.1% | 46.9%-10.7pp | 55.6%-19.5pp | 68.1%-32.0pp |
| Annual return | 41.13% | 535.20%-494.1pp | 302.12%-261.0pp | 41.64%-0.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $525 | $1,171-55.2% | $1,790-70.7% | $4,139-87.3% |
| Admin fee / account holder | $347 | $1,962-82.3% | $2,495-86.1% | $7,234-95.2% |