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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 | $2,874 | $28,624-90.0% | $53,647-94.6% | $82,637-96.5% |
| Participation rate | 65.7% | 47.3%+18.4pp | 56.3%+9.4pp | 68.1%-2.3pp |
| Annual return | 17.02% | 664.98%-648.0pp | 358.33%-341.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $646 | $1,196-46.0% | $1,813-64.4% | $4,126-84.4% |
| Admin fee / account holder | $345 | $2,022-82.9% | $2,460-86.0% | $7,339-95.3% |