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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 | $23,646 | $138,114-82.9% | $125,391-81.1% | $134,545-82.4% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,341 | $5,246-36.3% | $4,816-30.6% | $4,742-29.5% |
| Participant deferral / active EE | $14,220 | $7,801+82.3% | $7,448+90.9% | $6,401+122.1% |
| Admin fee / account holder | $1,113 | $11,570-90.4% | $10,009-88.9% | $11,431-90.3% |