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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 | $2,549 | $76,519-96.7% | $56,025-95.5% | $145,897-98.3% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 14.71% | 3017.03%-3002.3pp | 1712.69%-1698.0pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,116 | $2,624-57.5% | $1,955-42.9% | $6,689-83.3% |
| Admin fee / account holder | $397 | $3,331-88.1% | $2,828-86.0% | $13,390-97.0% |