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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 | $2,157 | $49,976-95.7% | $66,674-96.8% | $82,637-97.4% |
| Participation rate | 56.0% | 63.1%-7.1pp | 73.7%-17.7pp | 68.1%-12.1pp |
| Annual return | 17.05% | 39.09%-22.0pp | 321.24%-304.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $995 | $2,847-65.1% | $4,084-75.6% | $4,126-75.9% |
| Admin fee / account holder | $1,283 | $4,594-72.1% | $5,098-74.8% | $7,339-82.5% |