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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 | $22,889 | $104,116-78.0% | $71,089-67.8% | $135,380-83.1% |
| Participation rate | 18.8% | 65.7%-46.9pp | 54.6%-35.9pp | 82.6%-63.9pp |
| Annual return | 17.05% | 1256.51%-1239.5pp | 650.65%-633.6pp | 519.81%-502.8pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $582 | $2,524-76.9% | $1,873-68.9% | $5,609-89.6% |
| Admin fee / account holder | $318 | $4,142-92.3% | $3,082-89.7% | $10,828-97.1% |