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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 | $4,591 | $76,634-94.0% | $56,054-91.8% | $145,978-96.9% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 20.91% | 3004.33%-2983.4pp | 1705.95%-1685.0pp | 550.52%-529.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,259 | $2,622-13.8% | $1,952+15.7% | $6,690-66.2% |
| Admin fee / account holder | $1,176 | $3,321-64.6% | $2,822-58.3% | $13,400-91.2% |