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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 | $68,763 | $169,336-59.4% | $129,384-46.9% | $145,884-52.9% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.6%-26.8pp | 80.3%-37.4pp |
| Annual return | 15.61% | 14408.70%-14393.1pp | 9461.77%-9446.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,019 | $4,985+101.0% | $4,166+140.5% | $6,690+49.8% |
| Admin fee / account holder | $13,455 | $9,912+35.7% | $7,686+75.1% | $13,392+0.5% |