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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 | $43,622 | $53,128-17.9% | $86,582-49.6% | $70,126-37.8% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 60.59% | 27.66%+32.9pp | 965.08%-904.5pp | 73.15%-12.6pp |
| Employer contribution / active EE | $1,874 | $2,068-9.4% | $2,839-34.0% | $2,343-20.0% |
| Participant deferral / active EE | $4,313 | $2,695+60.0% | $3,609+19.5% | $3,332+29.4% |
| Admin fee / account holder | $715 | $3,584-80.1% | $4,904-85.4% | $4,645-84.6% |