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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 | $24,850 | $30,423-18.3% | $56,025-55.6% | $74,478-66.6% |
| Participation rate | 5.4% | 32.9%-27.5pp | 52.5%-47.1pp | 67.2%-61.8pp |
| Annual return | 11.71% | 24.97%-13.3pp | 1712.69%-1701.0pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $358 | $1,176-69.6% | $1,955-81.7% | $4,350-91.8% |
| Admin fee / account holder | $571 | $2,363-75.8% | $2,828-79.8% | $1,946-70.7% |