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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 | $108,499 | $104,544+3.8% | $76,657+41.5% | $152,897-29.0% |
| Participation rate | 40.0% | 76.6%-36.6pp | 72.1%-32.1pp | 82.5%-42.5pp |
| Annual return | 20.08% | 1014.36%-994.3pp | 1166.74%-1146.7pp | 345.43%-325.3pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,500 | $4,236-41.0% | $3,335-25.0% | $5,851-57.3% |
| Admin fee / account holder | $813 | $12,286-93.4% | $6,423-87.3% | $11,599-93.0% |