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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 | $13,686 | $88,754-84.6% | $81,820-83.3% | $145,877-90.6% |
| Participation rate | 45.8% | 75.1%-29.2pp | 72.4%-26.6pp | 80.3%-34.5pp |
| Annual return | 10.46% | 1031.77%-1021.3pp | 777.93%-767.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $993 | $4,648-78.6% | $4,323-77.0% | $6,691-85.2% |
| Admin fee / account holder | $431 | $8,424-94.9% | $7,391-94.2% | $13,402-96.8% |