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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 | $3,288 | $67,823-95.2% | $52,425-93.7% | $137,256-97.6% |
| Participation rate | 58.3% | 63.9%-5.6pp | 55.6%+2.7pp | 80.0%-21.6pp |
| Annual return | 23.57% | 219.11%-195.5pp | 302.12%-278.6pp | 220.34%-196.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $597 | $2,288-73.9% | $1,790-66.7% | $6,407-90.7% |
| Admin fee / account holder | $610 | $2,844-78.5% | $2,495-75.5% | $12,270-95.0% |