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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 | $2,786 | $94,439-97.0% | $73,658-96.2% | $154,746-98.2% |
| Participation rate | 61.5% | 64.7%-3.1pp | 57.0%+4.5pp | 80.7%-19.2pp |
| Annual return | 193.77% | 28.25%+165.5pp | 29.72%+164.1pp | 172.34%+21.4pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,818 | $2,527-28.0% | $2,062-11.8% | $6,730-73.0% |
| Admin fee / account holder | $473 | $3,843-87.7% | $3,357-85.9% | $14,365-96.7% |