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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 | $28,973 | $176,688-83.6% | $130,660-77.8% | $152,909-81.1% |
| Participation rate | 38.9% | 79.0%-40.1pp | 71.7%-32.9pp | 82.5%-43.6pp |
| Annual return | 24.42% | 2693.08%-2668.7pp | 1709.29%-1684.9pp | 345.46%-321.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,573 | $4,362-41.0% | $3,603-28.6% | $5,851-56.0% |
| Admin fee / account holder | $416 | $7,131-94.2% | $5,463-92.4% | $11,601-96.4% |