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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 | $21,595 | $148,623-85.5% | $135,974-84.1% | $139,466-84.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,093 | $5,246-41.0% | $4,859-36.3% | $4,754-34.9% |
| Participant deferral / active EE | $9,811 | $8,103+21.1% | $7,760+26.4% | $6,712+46.2% |
| Admin fee / account holder | $36,340 | $12,406+192.9% | $10,767+237.5% | $11,409+218.5% |