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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 | $57,498 | $108,226-46.9% | $77,513-25.8% | $158,950-63.8% |
| Participation rate | 0.0% | 64.4%-64.4pp | 54.2%-54.2pp | 82.0%-82.0pp |
| Annual return | 52.54% | 31.67%+20.9pp | 54.81%-2.3pp | 302.91%-250.4pp |
| Employer contribution / active EE | $2,491 | $1,325+88.0% | $987+152.5% | $4,762-47.7% |
| Participant deferral / active EE | $8,987 | $2,456+265.9% | $1,861+382.9% | $5,983+50.2% |
| Admin fee / account holder | $383 | $3,710-89.7% | $2,859-86.6% | $11,248-96.6% |