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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 | $15,333 | $169,336-90.9% | $129,384-88.1% | $145,884-89.5% |
| Participation rate | 41.2% | 76.5%-35.3pp | 69.6%-28.5pp | 80.3%-39.1pp |
| Annual return | 16.20% | 14408.70%-14392.5pp | 9461.77%-9445.6pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,766 | $4,985-24.4% | $4,166-9.6% | $6,690-43.7% |
| Admin fee / account holder | $1,756 | $9,912-82.3% | $7,686-77.1% | $13,392-86.9% |