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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 | $124,187-82.1% | $108,410-79.5% | $167,518-86.7% |
| Participation rate | 69.2% | 82.3%-13.1pp | 80.1%-10.9pp | 82.1%-12.9pp |
| Annual return | 13.44% | 1379.80%-1366.4pp | 905.34%-891.9pp | 478.71%-465.3pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,707 | $6,908-46.3% | $6,562-43.5% | $6,342-41.5% |
| Admin fee / account holder | $2,949 | $9,456-68.8% | $7,296-59.6% | $12,312-76.1% |