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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 | $14,117 | $81,763-82.7% | $58,561-75.9% | $139,466-89.9% |
| Participation rate | 17.6% | 61.3%-43.7pp | 50.9%-33.2pp | 80.3%-62.7pp |
| Annual return | 0.00% | 7427.77%-7427.8pp | 4251.33%-4251.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $505 | $1,398-63.9% | $1,053-52.0% | $4,754-89.4% |
| Participant deferral / active EE | $1,878 | $2,555-26.5% | $1,923-2.3% | $6,712-72.0% |
| Admin fee / account holder | $501 | $3,273-84.7% | $2,520-80.1% | $11,409-95.6% |