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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 | $63,420 | $68,097-6.9% | $62,929+0.8% | $137,256-53.8% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 104.34% | 1859.11%-1754.8pp | 1063.93%-959.6pp | 220.34%-116.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,236 | $4,553-72.8% | $3,888-68.2% | $6,407-80.7% |
| Admin fee / account holder | $336 | $6,521-94.8% | $5,065-93.4% | $12,270-97.3% |