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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 | $33,279 | $88,754-62.5% | $81,820-59.3% | $145,877-77.2% |
| Participation rate | 41.7% | 75.1%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 10.55% | 1031.77%-1021.2pp | 777.93%-767.4pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,033 | $4,648+29.8% | $4,323+39.6% | $6,691-9.8% |
| Admin fee / account holder | $22,154 | $8,424+163.0% | $7,391+199.8% | $13,402+65.3% |