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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 | $7,181 | $76,608-90.6% | $56,077-87.2% | $145,877-95.1% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 9.78% | 3009.59%-2999.8pp | 1709.28%-1699.5pp | 551.28%-541.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $373 | $2,624-85.8% | $1,954-80.9% | $6,691-94.4% |
| Admin fee / account holder | $1,052 | $3,325-68.4% | $2,825-62.8% | $13,402-92.2% |