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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 | $131,586 | $169,336-22.3% | $129,384+1.7% | $145,884-9.8% |
| Participation rate | 36.4% | 76.5%-40.1pp | 69.6%-33.3pp | 80.3%-43.9pp |
| Annual return | 15.45% | 14408.70%-14393.3pp | 9461.77%-9446.3pp | 551.85%-536.4pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,108 | $4,985-57.7% | $4,166-49.4% | $6,690-68.5% |
| Admin fee / account holder | $4,130 | $9,912-58.3% | $7,686-46.3% | $13,392-69.2% |