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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 | $17,808 | $27,936-36.3% | $58,561-69.6% | $75,173-76.3% |
| Participation rate | 3.3% | 38.8%-35.6pp | 50.9%-47.6pp | 67.2%-63.9pp |
| Annual return | 39.86% | 44.21%-4.4pp | 4251.33%-4211.5pp | 160.72%-120.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $685 | $1,202-43.0% | $1,923-64.4% | $4,126-83.4% |
| Admin fee / account holder | $3,325 | $1,727+92.6% | $2,520+31.9% | $5,651-41.2% |