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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 | $30,421-18.3% | $56,077-55.7% | $74,429-66.6% |
| Participation rate | 5.4% | 32.9%-27.5pp | 52.5%-47.1pp | 67.2%-61.8pp |
| Annual return | 11.71% | 24.94%-13.2pp | 1709.28%-1697.6pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $358 | $1,175-69.6% | $1,954-81.7% | $4,348-91.8% |
| Admin fee / account holder | $571 | $2,363-75.8% | $2,825-79.8% | $1,944-70.6% |