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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 | $49,441 | $104,577-52.7% | $76,667-35.5% | $152,909-67.7% |
| Participation rate | 63.2% | 76.6%-13.5pp | 72.1%-8.9pp | 82.5%-19.3pp |
| Annual return | 22.36% | 1014.36%-992.0pp | 1166.74%-1144.4pp | 345.46%-323.1pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,829 | $4,237-33.2% | $3,336-15.2% | $5,851-51.7% |
| Admin fee / account holder | $2,069 | $12,290-83.2% | $6,423-67.8% | $11,601-82.2% |