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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 | $44,720 | $165,399-73.0% | $149,745-70.1% | $158,982-71.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $16,110 | $5,105+215.6% | $4,646+246.8% | $4,763+238.2% |
| Participant deferral / active EE | $25,000 | $7,183+248.1% | $6,843+265.3% | $5,983+317.8% |
| Admin fee / account holder | $38,570 | $10,811+256.8% | $9,312+314.2% | $11,252+242.8% |