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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 | $7,112 | $76,608-90.7% | $56,077-87.3% | $145,877-95.1% |
| Participation rate | 13.0% | 63.2%-50.2pp | 52.5%-39.5pp | 80.3%-67.3pp |
| Annual return | 5.33% | 3009.59%-3004.3pp | 1709.28%-1703.9pp | 551.28%-546.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $301 | $2,624-88.5% | $1,954-84.6% | $6,691-95.5% |
| Admin fee / account holder | $1,199 | $3,325-63.9% | $2,825-57.5% | $13,402-91.1% |