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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 | $8,113 | $92,743-91.3% | $82,744-90.2% | $134,532-94.0% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $463 | $3,273-85.8% | $3,008-84.6% | $4,741-90.2% |
| Participant deferral / active EE | $1,339 | $4,802-72.1% | $4,395-69.5% | $6,401-79.1% |
| Admin fee / account holder | $930 | $5,977-84.4% | $5,325-82.5% | $11,429-91.9% |