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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 | $11,517 | $76,634-85.0% | $56,054-79.5% | $145,978-92.1% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 10.77% | 3004.33%-2993.6pp | 1705.95%-1695.2pp | 550.52%-539.7pp |
| Employer contribution / active EE | $518 | $1,380-62.5% | $1,039-50.2% | $4,662-88.9% |
| Participant deferral / active EE | $518 | $2,622-80.3% | $1,952-73.5% | $6,690-92.3% |
| Admin fee / account holder | $948 | $3,321-71.5% | $2,822-66.4% | $13,400-92.9% |