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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 | $33,471 | $72,446-53.8% | $67,561-50.5% | $145,877-77.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 14.35% | 7211.98%-7197.6pp | 3525.44%-3511.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,807 | $4,785+0.5% | $4,003+20.1% | $6,691-28.1% |
| Admin fee / account holder | $716 | $5,541-87.1% | $4,006-82.1% | $13,402-94.7% |