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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 | $29,716-88.8% | $56,077-94.0% | $80,925-95.9% |
| Participation rate | 40.0% | 41.7%-1.7pp | 52.5%-12.5pp | 67.7%-27.7pp |
| Annual return | 11.66% | 35.30%-23.6pp | 1709.28%-1697.6pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $466 | $1,228-62.1% | $1,954-76.2% | $4,299-89.2% |
| Admin fee / account holder | $701 | $2,432-71.2% | $2,825-75.2% | $6,940-89.9% |