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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 | $2,939 | $29,319-90.0% | $52,425-94.4% | $82,448-96.4% |
| Participation rate | 49.0% | 46.9%+2.2pp | 55.6%-6.6pp | 68.1%-19.0pp |
| Annual return | 22.23% | 535.20%-513.0pp | 302.12%-279.9pp | 41.64%-19.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $544 | $1,171-53.5% | $1,790-69.6% | $4,139-86.8% |
| Admin fee / account holder | $508 | $1,962-74.1% | $2,495-79.7% | $7,234-93.0% |