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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 | $8,061 | $76,519-89.5% | $56,025-85.6% | $145,897-94.5% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 10.03% | 3017.03%-3007.0pp | 1712.69%-1702.7pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $436 | $2,624-83.4% | $1,955-77.7% | $6,689-93.5% |
| Admin fee / account holder | $382 | $3,331-88.5% | $2,828-86.5% | $13,390-97.2% |