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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 | $3,338 | $29,733-88.8% | $56,025-94.0% | $80,959-95.9% |
| Participation rate | 40.0% | 41.7%-1.7pp | 52.5%-12.5pp | 67.7%-27.7pp |
| Annual return | 11.66% | 35.28%-23.6pp | 1712.69%-1701.0pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $466 | $1,229-62.1% | $1,955-76.2% | $4,300-89.2% |
| Admin fee / account holder | $701 | $2,434-71.2% | $2,828-75.2% | $6,925-89.9% |