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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 | $22,220 | $124,175-82.1% | $108,405-79.5% | $167,536-86.7% |
| Participation rate | 69.2% | 82.3%-13.1pp | 80.1%-10.9pp | 82.1%-12.9pp |
| Annual return | 13.44% | 1380.13%-1366.7pp | 905.55%-892.1pp | 478.82%-465.4pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,707 | $6,908-46.3% | $6,563-43.5% | $6,342-41.6% |
| Admin fee / account holder | $2,949 | $9,457-68.8% | $7,297-59.6% | $12,315-76.1% |