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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 | $19,184 | $76,522-74.9% | $56,033-65.8% | $145,884-86.8% |
| Participation rate | 27.8% | 63.2%-35.4pp | 52.5%-24.7pp | 80.3%-52.5pp |
| Annual return | 13.13% | 3014.28%-3001.2pp | 1711.38%-1698.2pp | 551.85%-538.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $979 | $2,624-62.7% | $1,954-49.9% | $6,690-85.4% |
| Admin fee / account holder | $1,269 | $3,328-61.9% | $2,827-55.1% | $13,392-90.5% |