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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 | $3,190 | $49,976-93.6% | $66,674-95.2% | $82,637-96.1% |
| Participation rate | 51.6% | 63.1%-11.5pp | 73.7%-22.1pp | 68.1%-16.4pp |
| Annual return | 25.74% | 39.09%-13.3pp | 321.24%-295.5pp | 53.51%-27.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,001 | $2,847-64.8% | $4,084-75.5% | $4,126-75.7% |
| Admin fee / account holder | $471 | $4,594-89.8% | $5,098-90.8% | $7,339-93.6% |