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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 | $8,546 | $55,902-84.7% | $76,030-88.8% | $80,959-89.4% |
| Participation rate | 67.9% | 62.1%+5.9pp | 69.1%-1.1pp | 67.7%+0.3pp |
| Annual return | 73.04% | 20.59%+52.4pp | 361.54%-288.5pp | 35.67%+37.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,691 | $3,051-44.6% | $4,257-60.3% | $4,300-60.7% |
| Admin fee / account holder | $381 | $5,239-92.7% | $6,421-94.1% | $6,925-94.5% |