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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 | $3,788 | $28,624-86.8% | $53,647-92.9% | $82,637-95.4% |
| Participation rate | 45.2% | 47.3%-2.1pp | 56.3%-11.1pp | 68.1%-22.9pp |
| Annual return | 19.46% | 664.98%-645.5pp | 358.33%-338.9pp | 53.51%-34.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $433 | $1,196-63.8% | $1,813-76.1% | $4,126-89.5% |
| Admin fee / account holder | $580 | $2,022-71.3% | $2,460-76.4% | $7,339-92.1% |