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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 | $10,779 | $27,924-61.4% | $58,544-81.6% | $75,181-85.7% |
| Participation rate | 10.3% | 38.8%-28.5pp | 50.9%-40.5pp | 67.2%-56.9pp |
| Annual return | 38.52% | 44.20%-5.7pp | 4249.56%-4211.0pp | 160.69%-122.2pp |
| Employer contribution / active EE | $143 | $669-78.6% | $1,053-86.4% | $2,671-94.6% |
| Participant deferral / active EE | $431 | $1,202-64.1% | $1,923-77.6% | $4,126-89.5% |
| Admin fee / account holder | $762 | $1,726-55.9% | $2,520-69.8% | $5,650-86.5% |