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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 | $5,648 | $28,624-80.3% | $53,647-89.5% | $82,637-93.2% |
| Participation rate | 62.3% | 47.3%+15.0pp | 56.3%+6.0pp | 68.1%-5.8pp |
| Annual return | 14.97% | 664.98%-650.0pp | 358.33%-343.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $731 | $1,196-38.9% | $1,813-59.7% | $4,126-82.3% |
| Admin fee / account holder | $601 | $2,022-70.3% | $2,460-75.6% | $7,339-91.8% |