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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 | $10,675 | $29,319-63.6% | $52,425-79.6% | $82,448-87.1% |
| Participation rate | 16.7% | 46.9%-30.2pp | 55.6%-39.0pp | 68.1%-51.4pp |
| Annual return | 17.56% | 535.20%-517.6pp | 302.12%-284.6pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $566 | $1,171-51.6% | $1,790-68.4% | $4,139-86.3% |
| Admin fee / account holder | $1,553 | $1,962-20.9% | $2,495-37.8% | $7,234-78.5% |