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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 | $55,712 | $72,446-23.1% | $67,561-17.5% | $145,877-61.8% |
| Participation rate | 42.1% | 76.9%-34.8pp | 72.9%-30.8pp | 80.3%-38.2pp |
| Annual return | 15.98% | 7211.98%-7196.0pp | 3525.44%-3509.5pp | 551.28%-535.3pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,564 | $4,785-4.6% | $4,003+14.0% | $6,691-31.8% |
| Admin fee / account holder | $2,984 | $5,541-46.2% | $4,006-25.5% | $13,402-77.7% |