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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 | $31,222 | $185,830-83.2% | $170,004-81.6% | $139,427-77.6% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $3,202 | $7,591-57.8% | $6,786-52.8% | $4,752-32.6% |
| Participant deferral / active EE | $7,574 | $11,622-34.8% | $10,408-27.2% | $6,711+12.9% |
| Admin fee / account holder | $2,341 | $15,381-84.8% | $12,816-81.7% | $11,404-79.5% |