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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 | $7,048 | $27,924-74.8% | $58,544-88.0% | $75,181-90.6% |
| Participation rate | 64.1% | 38.8%+25.3pp | 50.9%+13.2pp | 67.2%-3.1pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,017 | $669+51.9% | $1,053-3.5% | $2,671-61.9% |
| Participant deferral / active EE | $2,078 | $1,202+72.9% | $1,923+8.1% | $4,126-49.6% |
| Admin fee / account holder | $1,801 | $1,726+4.4% | $2,520-28.5% | $5,650-68.1% |