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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 | $39,758 | $100,203-60.3% | $85,240-53.4% | $145,897-72.7% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 11.78% | 84.28%-72.5pp | 66.75%-55.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,376 | $3,242-26.7% | $2,735-13.1% | $4,663-49.0% |
| Participant deferral / active EE | $3,469 | $5,299-34.5% | $4,527-23.4% | $6,689-48.1% |
| Admin fee / account holder | $1,830 | $7,265-74.8% | $6,165-70.3% | $13,390-86.3% |