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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 | $4,783 | $76,522-93.8% | $56,033-91.5% | $145,884-96.7% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.2pp |
| Annual return | 11.39% | 3014.28%-3002.9pp | 1711.38%-1700.0pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,446 | $2,624-44.9% | $1,954-26.0% | $6,690-78.4% |
| Admin fee / account holder | $878 | $3,328-73.6% | $2,827-68.9% | $13,392-93.4% |