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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 | $37,506 | $29,733+26.1% | $56,025-33.1% | $80,959-53.7% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 12.03% | 35.28%-23.3pp | 1712.69%-1700.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,736 | $672+158.4% | $1,042+66.6% | $2,757-37.0% |
| Participant deferral / active EE | $3,271 | $1,229+166.1% | $1,955+67.4% | $4,300-23.9% |
| Admin fee / account holder | $3,824 | $2,434+57.2% | $2,828+35.2% | $6,925-44.8% |