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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 | $25,332 | $102,696-75.3% | $86,235-70.6% | $139,487-81.8% |
| Participation rate | 22.2% | 74.5%-52.3pp | 69.0%-46.7pp | 80.3%-58.1pp |
| Annual return | 13.99% | 1925.91%-1911.9pp | 1170.03%-1156.0pp | 373.84%-359.9pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,405 | $4,679-70.0% | $3,987-64.8% | $6,713-79.1% |
| Admin fee / account holder | $3,598 | $8,667-58.5% | $6,856-47.5% | $11,407-68.5% |