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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 | $51,909 | $73,546-29.4% | $63,018-17.6% | $147,586-64.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 16.74% | 175.56%-158.8pp | 87.62%-70.9pp | 578.59%-561.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,506 | $4,185-40.1% | $3,330-24.7% | $5,439-53.9% |
| Admin fee / account holder | $2,579 | $5,956-56.7% | $3,601-28.4% | $10,886-76.3% |