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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 | $3,163 | $28,624-88.9% | $53,647-94.1% | $82,637-96.2% |
| Participation rate | 23.8% | 47.3%-23.5pp | 56.3%-32.5pp | 68.1%-44.2pp |
| Annual return | 22.70% | 664.98%-642.3pp | 358.33%-335.6pp | 53.51%-30.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $400 | $1,196-66.5% | $1,813-77.9% | $4,126-90.3% |
| Admin fee / account holder | $699 | $2,022-65.4% | $2,460-71.6% | $7,339-90.5% |