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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 | $9,287 | $29,319-68.3% | $52,425-82.3% | $82,448-88.7% |
| Participation rate | 63.2% | 46.9%+16.3pp | 55.6%+7.5pp | 68.1%-4.9pp |
| Annual return | 14.66% | 535.20%-520.5pp | 302.12%-287.5pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,008 | $1,171-14.0% | $1,790-43.7% | $4,139-75.7% |
| Admin fee / account holder | $481 | $1,962-75.5% | $2,495-80.7% | $7,234-93.3% |