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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 | $2,825 | $28,624-90.1% | $53,647-94.7% | $82,637-96.6% |
| Participation rate | 29.1% | 47.3%-18.2pp | 56.3%-27.2pp | 68.1%-39.0pp |
| Annual return | 18.93% | 664.98%-646.1pp | 358.33%-339.4pp | 53.51%-34.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $319 | $1,196-73.3% | $1,813-82.4% | $4,126-92.3% |
| Admin fee / account holder | $305 | $2,022-84.9% | $2,460-87.6% | $7,339-95.8% |