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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 | $1,808 | $29,319-93.8% | $52,425-96.6% | $82,448-97.8% |
| Participation rate | 54.5% | 46.9%+7.7pp | 55.6%-1.1pp | 68.1%-13.5pp |
| Annual return | 22.99% | 535.20%-512.2pp | 302.12%-279.1pp | 41.64%-18.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $680 | $1,171-41.9% | $1,790-62.0% | $4,139-83.6% |
| Admin fee / account holder | $528 | $1,962-73.1% | $2,495-78.8% | $7,234-92.7% |