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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 | $18,847 | $88,754-78.8% | $81,820-77.0% | $145,877-87.1% |
| Participation rate | 61.5% | 75.1%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 10.67% | 1031.77%-1021.1pp | 777.93%-767.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,541 | $4,648-2.3% | $4,323+5.1% | $6,691-32.1% |
| Admin fee / account holder | $482 | $8,424-94.3% | $7,391-93.5% | $13,402-96.4% |