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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 | $7,792 | $27,936-72.1% | $58,561-86.7% | $75,173-89.6% |
| Participation rate | 21.3% | 38.8%-17.6pp | 50.9%-29.6pp | 67.2%-45.9pp |
| Annual return | 18.68% | 44.21%-25.5pp | 4251.33%-4232.7pp | 160.72%-142.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $752 | $1,202-37.4% | $1,923-60.9% | $4,126-81.8% |
| Admin fee / account holder | $1,460 | $1,727-15.5% | $2,520-42.1% | $5,651-74.2% |