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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 | $5,187 | $76,522-93.2% | $56,033-90.7% | $145,884-96.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 13.07% | 3014.28%-3001.2pp | 1711.38%-1698.3pp | 551.85%-538.8pp |
| Employer contribution / active EE | $127 | $1,382-90.8% | $1,041-87.8% | $4,662-97.3% |
| Participant deferral / active EE | $303 | $2,624-88.5% | $1,954-84.5% | $6,690-95.5% |
| Admin fee / account holder | $1,012 | $3,328-69.6% | $2,827-64.2% | $13,392-92.4% |