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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 | $2,061 | $28,624-92.8% | $53,647-96.2% | $82,637-97.5% |
| Participation rate | 46.9% | 47.3%-0.4pp | 56.3%-9.4pp | 68.1%-21.2pp |
| Annual return | 24.08% | 664.98%-640.9pp | 358.33%-334.3pp | 53.51%-29.4pp |
| Employer contribution / active EE | $137 | $637-78.5% | $962-85.8% | $2,552-94.6% |
| Participant deferral / active EE | $561 | $1,196-53.1% | $1,813-69.0% | $4,126-86.4% |
| Admin fee / account holder | $465 | $2,022-77.0% | $2,460-81.1% | $7,339-93.7% |