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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 | $38,236 | $104,953-63.6% | $84,637-54.8% | $152,909-75.0% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.5%-82.5pp |
| Annual return | 10.95% | 373.94%-363.0pp | 258.82%-247.9pp | 345.46%-334.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,212 | $4,691-10.2% | $3,900+8.0% | $5,851-28.0% |
| Admin fee / account holder | $5,923 | $6,244-5.1% | $4,914+20.5% | $11,601-48.9% |