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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 | $9,478 | $81,763-88.4% | $58,561-83.8% | $139,466-93.2% |
| Participation rate | 39.1% | 61.3%-22.2pp | 50.9%-11.7pp | 80.3%-41.2pp |
| Annual return | 0.00% | 7427.77%-7427.8pp | 4251.33%-4251.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $173 | $1,398-87.6% | $1,053-83.6% | $4,754-96.4% |
| Participant deferral / active EE | $580 | $2,555-77.3% | $1,923-69.9% | $6,712-91.4% |
| Admin fee / account holder | $389 | $3,273-88.1% | $2,520-84.6% | $11,409-96.6% |