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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 | $12,052 | $96,691-87.5% | $86,656-86.1% | $139,487-91.4% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 14.65% | 106.87%-92.2pp | 593.09%-578.4pp | 373.84%-359.2pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,267 | $4,838-53.1% | $4,439-48.9% | $6,713-66.2% |
| Admin fee / account holder | $1,145 | $6,414-82.1% | $5,619-79.6% | $11,407-90.0% |