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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 | $2,417 | $76,522-96.8% | $56,033-95.7% | $145,884-98.3% |
| Participation rate | 52.4% | 63.2%-10.8pp | 52.5%-0.1pp | 80.3%-27.9pp |
| Annual return | 13.36% | 3014.28%-3000.9pp | 1711.38%-1698.0pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $833 | $2,624-68.3% | $1,954-57.4% | $6,690-87.5% |
| Admin fee / account holder | $312 | $3,328-90.6% | $2,827-89.0% | $13,392-97.7% |