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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 | $3,559 | $88,710-96.0% | $81,783-95.6% | $145,959-97.6% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 0.00% | 1027.26%-1027.3pp | 775.05%-775.1pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,495 | $4,645-67.8% | $4,320-65.4% | $6,689-77.7% |
| Admin fee / account holder | $493 | $8,407-94.1% | $7,380-93.3% | $13,398-96.3% |