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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 | $1,423 | $76,608-98.1% | $56,077-97.5% | $145,877-99.0% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.1pp | 80.3%-35.9pp |
| Annual return | 11.11% | 3009.59%-2998.5pp | 1709.28%-1698.2pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $562 | $2,624-78.6% | $1,954-71.3% | $6,691-91.6% |
| Admin fee / account holder | $327 | $3,325-90.2% | $2,825-88.4% | $13,402-97.6% |