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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 | $4,751 | $27,936-83.0% | $58,561-91.9% | $75,173-93.7% |
| Participation rate | 7.8% | 38.8%-31.0pp | 50.9%-43.0pp | 67.2%-59.4pp |
| Annual return | 33.08% | 44.21%-11.1pp | 4251.33%-4218.2pp | 160.72%-127.6pp |
| Employer contribution / active EE | $99 | $670-85.3% | $1,053-90.6% | $2,671-96.3% |
| Participant deferral / active EE | $312 | $1,202-74.0% | $1,923-83.8% | $4,126-92.4% |
| Admin fee / account holder | $1,685 | $1,727-2.4% | $2,520-33.2% | $5,651-70.2% |