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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 | $4,063 | $76,522-94.7% | $56,033-92.7% | $145,884-97.2% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 23.05% | 3014.28%-2991.2pp | 1711.38%-1688.3pp | 551.85%-528.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $580 | $2,624-77.9% | $1,954-70.3% | $6,690-91.3% |
| Admin fee / account holder | $1,294 | $3,328-61.1% | $2,827-54.2% | $13,392-90.3% |