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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 | $11,356 | $60,442-81.2% | $96,754-88.3% | $87,485-87.0% |
| Participation rate | 44.2% | 58.7%-14.5pp | 70.3%-26.0pp | 68.9%-24.7pp |
| Annual return | 529.34% | 21.97%+507.4pp | 82.04%+447.3pp | 26.06%+503.3pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,005 | $3,280-69.3% | $4,758-78.9% | $4,274-76.5% |
| Admin fee / account holder | $1,126 | $5,069-77.8% | $8,905-87.4% | $7,775-85.5% |