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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 | $90,331 | $97,729-7.6% | $83,830+7.8% | $135,379-33.3% |
| Participation rate | 22.2% | 80.0%-57.7pp | 76.1%-53.9pp | 82.6%-60.4pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,300 | $4,222-69.2% | $3,631-64.2% | $4,779-72.8% |
| Participant deferral / active EE | $8,111 | $4,683+73.2% | $4,082+98.7% | $5,609+44.6% |
| Admin fee / account holder | $378 | $6,674-94.3% | $5,479-93.1% | $10,828-96.5% |