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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 | $12,501 | $81,763-84.7% | $58,561-78.7% | $139,466-91.0% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 27.60% | 7427.77%-7400.2pp | 4251.33%-4223.7pp | 373.66%-346.1pp |
| Employer contribution / active EE | $587 | $1,398-58.0% | $1,053-44.3% | $4,754-87.7% |
| Participant deferral / active EE | $1,453 | $2,555-43.1% | $1,923-24.5% | $6,712-78.4% |
| Admin fee / account holder | $435 | $3,273-86.7% | $2,520-82.7% | $11,409-96.2% |