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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 | $13,297 | $102,595-87.0% | $94,057-85.9% | $154,746-91.4% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 35.38% | 583.42%-548.0pp | 480.62%-445.2pp | 172.34%-137.0pp |
| Employer contribution / active EE | $2,350 | $3,147-25.3% | $2,933-19.9% | $4,379-46.3% |
| Participant deferral / active EE | $3,369 | $5,118-34.2% | $4,709-28.5% | $6,730-49.9% |
| Admin fee / account holder | $646 | $7,736-91.6% | $7,244-91.1% | $14,365-95.5% |