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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 | $34,932-28.9% | $56,441-56.0% | $74,546-66.7% |
| Participation rate | 5.4% | 32.9%-27.5pp | 52.5%-47.1pp | 67.2%-61.8pp |
| Annual return | 11.71% | 24.90%-13.2pp | 1704.21%-1692.5pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $358 | $1,173-69.5% | $1,953-81.7% | $4,347-91.8% |
| Admin fee / account holder | $571 | $2,359-75.8% | $2,829-79.8% | $1,944-70.6% |