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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 | $8,061 | $76,785-89.5% | $56,441-85.7% | $145,959-94.5% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 10.03% | 3000.51%-2990.5pp | 1704.21%-1694.2pp | 561.95%-551.9pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $436 | $2,624-83.4% | $1,953-77.7% | $6,689-93.5% |
| Admin fee / account holder | $382 | $3,334-88.6% | $2,829-86.5% | $13,398-97.2% |