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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 | $17,217 | $48,053-64.2% | $84,628-79.7% | $72,975-76.4% |
| Participation rate | 65.4% | 57.6%+7.8pp | 68.2%-2.9pp | 69.5%-4.1pp |
| Annual return | 4279.02% | 37.39%+4241.6pp | 258.80%+4020.2pp | 81.01%+4198.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,266 | $2,681-52.8% | $3,900-67.5% | $3,608-64.9% |
| Admin fee / account holder | $18,934 | $3,395+457.6% | $4,914+285.3% | $5,124+269.5% |