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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 | $10,798 | $93,098-88.4% | $77,081-86.0% | $134,509-92.0% |
| Participation rate | 29.4% | 74.5%-45.1pp | 67.9%-38.5pp | 81.2%-51.8pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,372 | $3,419-59.9% | $2,813-51.2% | $4,741-71.1% |
| Participant deferral / active EE | $2,035 | $5,239-61.2% | $4,428-54.0% | $6,400-68.2% |
| Admin fee / account holder | $328 | $6,945-95.3% | $5,427-94.0% | $11,427-97.1% |