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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 | $7,164 | $76,634-90.7% | $56,054-87.2% | $145,978-95.1% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 16.24% | 3004.33%-2988.1pp | 1705.95%-1689.7pp | 550.52%-534.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,086 | $2,622-58.6% | $1,952-44.4% | $6,690-83.8% |
| Admin fee / account holder | $504 | $3,321-84.8% | $2,822-82.1% | $13,400-96.2% |