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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 | $25,887 | $100,938-74.4% | $90,461-71.4% | $158,982-83.7% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 6.46% | 1727.20%-1720.7pp | 1294.76%-1288.3pp | 302.99%-296.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,872 | $4,350-57.0% | $3,964-52.8% | $5,983-68.7% |
| Admin fee / account holder | $1,227 | $6,510-81.2% | $5,617-78.2% | $11,252-89.1% |