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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 | $1,438 | $28,624-95.0% | $53,647-97.3% | $82,637-98.3% |
| Participation rate | 59.3% | 47.3%+12.0pp | 56.3%+3.0pp | 68.1%-8.8pp |
| Annual return | 23.46% | 664.98%-641.5pp | 358.33%-334.9pp | 53.51%-30.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $425 | $1,196-64.5% | $1,813-76.6% | $4,126-89.7% |
| Admin fee / account holder | $577 | $2,022-71.5% | $2,460-76.6% | $7,339-92.1% |