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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 | $12,227 | $180,749-93.2% | $160,784-92.4% | $137,256-91.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 28.11% | 2234.46%-2206.4pp | 1803.92%-1775.8pp | 220.34%-192.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,400 | $6,844-50.3% | $6,293-46.0% | $6,407-46.9% |
| Admin fee / account holder | $2,923 | $10,397-71.9% | $9,717-69.9% | $12,270-76.2% |