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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 | $39,019 | $100,895-61.3% | $90,430-56.9% | $158,950-75.5% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 103.77% | 1725.54%-1621.8pp | 1293.73%-1190.0pp | 302.91%-199.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,010 | $4,347-53.8% | $3,963-49.3% | $5,983-66.4% |
| Admin fee / account holder | $8,679 | $6,505+33.4% | $5,613+54.6% | $11,248-22.8% |