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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 | $27,607 | $124,175-77.8% | $108,405-74.5% | $167,536-83.5% |
| Participation rate | 43.5% | 82.3%-38.8pp | 80.1%-36.7pp | 82.1%-38.6pp |
| Annual return | 15.94% | 1380.13%-1364.2pp | 905.55%-889.6pp | 478.82%-462.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,786 | $6,908-45.2% | $6,563-42.3% | $6,342-40.3% |
| Admin fee / account holder | $4,451 | $9,457-52.9% | $7,297-39.0% | $12,315-63.9% |