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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 | $10,816 | $108,695-90.0% | $74,722-85.5% | $152,897-92.9% |
| Participation rate | 27.3% | 65.4%-38.1pp | 54.5%-27.2pp | 82.5%-55.2pp |
| Annual return | 17.69% | 114.11%-96.4pp | 753.11%-735.4pp | 345.43%-327.7pp |
| Employer contribution / active EE | $6 | $1,504-99.6% | $1,084-99.4% | $4,764-99.9% |
| Participant deferral / active EE | $1,207 | $2,712-55.5% | $1,963-38.5% | $5,851-79.4% |
| Admin fee / account holder | $465 | $4,906-90.5% | $3,335-86.0% | $11,599-96.0% |