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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 | $50,982 | $30,421+67.6% | $56,077-9.1% | $74,429-31.5% |
| Participation rate | 27.9% | 32.9%-4.9pp | 52.5%-24.6pp | 67.2%-39.3pp |
| Annual return | 0.00% | 24.94%-24.9pp | 1709.28%-1709.3pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $321 | $610-47.4% | $1,040-69.1% | $2,625-87.8% |
| Participant deferral / active EE | $696 | $1,175-40.8% | $1,954-64.4% | $4,348-84.0% |
| Admin fee / account holder | $400 | $2,363-83.1% | $2,825-85.8% | $1,944-79.4% |