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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 | $22,517 | $102,663-78.1% | $86,216-73.9% | $139,466-83.9% |
| Participation rate | 35.7% | 74.5%-38.8pp | 69.0%-33.2pp | 80.3%-44.6pp |
| Annual return | 30.91% | 1924.52%-1893.6pp | 1169.42%-1138.5pp | 373.66%-342.8pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,114 | $4,677-12.0% | $3,986+3.2% | $6,712-38.7% |
| Admin fee / account holder | $463 | $8,663-94.7% | $6,853-93.2% | $11,409-95.9% |