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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 | $14,983 | $30,385-50.7% | $56,054-73.3% | $74,400-79.9% |
| Participation rate | 6.8% | 32.9%-26.1pp | 52.5%-45.7pp | 67.2%-60.4pp |
| Annual return | 13.72% | 24.92%-11.2pp | 1705.95%-1692.2pp | 1367.51%-1353.8pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $485 | $1,174-58.7% | $1,952-75.2% | $4,348-88.9% |
| Admin fee / account holder | $2,564 | $2,361+8.6% | $2,822-9.2% | $1,944+31.9% |