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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 | $99,921-60.2% | $85,009-53.2% | $145,959-72.8% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 11.78% | 83.89%-72.1pp | 66.47%-54.7pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,376 | $3,233-26.5% | $2,728-12.9% | $4,661-49.0% |
| Participant deferral / active EE | $3,469 | $5,293-34.5% | $4,522-23.3% | $6,689-48.1% |
| Admin fee / account holder | $1,830 | $7,252-74.8% | $6,153-70.3% | $13,398-86.3% |