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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 | $28,865 | $76,522-62.3% | $56,033-48.5% | $145,884-80.2% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 7.11% | 3014.28%-3007.2pp | 1711.38%-1704.3pp | 551.85%-544.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,453 | $2,624+31.6% | $1,954+76.7% | $6,690-48.4% |
| Admin fee / account holder | $419 | $3,328-87.4% | $2,827-85.2% | $13,392-96.9% |