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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 | $23,526 | $100,868-76.7% | $90,414-74.0% | $158,931-85.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 7.41% | 1724.58%-1717.2pp | 1293.19%-1285.8pp | 302.86%-295.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,292 | $4,348-24.3% | $3,963-16.9% | $5,982-45.0% |
| Admin fee / account holder | $1,564 | $6,502-75.9% | $5,611-72.1% | $11,247-86.1% |