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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 | $3,741 | $29,670-87.4% | $56,054-93.3% | $80,911-95.4% |
| Participation rate | 26.2% | 41.7%-15.5pp | 52.5%-26.3pp | 67.6%-41.5pp |
| Annual return | 0.00% | 35.24%-35.2pp | 1705.95%-1705.9pp | 35.63%-35.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,074 | $1,227-12.5% | $1,952-45.0% | $4,297-75.0% |
| Admin fee / account holder | $344 | $2,431-85.8% | $2,822-87.8% | $6,935-95.0% |