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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 | $20,243 | $29,733-31.9% | $56,025-63.9% | $80,959-75.0% |
| Participation rate | 7.7% | 41.7%-34.0pp | 52.5%-44.8pp | 67.7%-60.0pp |
| Annual return | 263.06% | 35.28%+227.8pp | 1712.69%-1449.6pp | 35.67%+227.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,116 | $1,229+72.1% | $1,955+8.3% | $4,300-50.8% |
| Admin fee / account holder | $1,166 | $2,434-52.1% | $2,828-58.8% | $6,925-83.2% |