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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 | $53,192 | $185,225-71.3% | $142,898-62.8% | $167,536-68.3% |
| Participation rate | 37.5% | 78.5%-41.0pp | 72.0%-34.5pp | 82.1%-44.6pp |
| Annual return | 10.77% | 8558.12%-8547.4pp | 5639.64%-5628.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,802 | $4,496-59.9% | $3,838-53.1% | $6,342-71.6% |
| Admin fee / account holder | $697 | $8,032-91.3% | $6,560-89.4% | $12,315-94.3% |