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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 | $24,911 | $169,361-85.3% | $129,397-80.7% | $145,877-82.9% |
| Participation rate | 45.8% | 76.5%-30.6pp | 69.6%-23.8pp | 80.3%-34.5pp |
| Annual return | 19.34% | 14395.54%-14376.2pp | 9453.98%-9434.6pp | 551.28%-531.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,521 | $4,987-29.4% | $4,167-15.5% | $6,691-47.4% |
| Admin fee / account holder | $6,479 | $9,903-34.6% | $7,679-15.6% | $13,402-51.7% |