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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 | $169,161-90.9% | $129,295-88.1% | $145,959-89.5% |
| Participation rate | 41.2% | 76.5%-35.3pp | 69.6%-28.4pp | 80.3%-39.1pp |
| Annual return | 16.20% | 14348.07%-14331.9pp | 9429.28%-9413.1pp | 561.95%-545.8pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,766 | $4,989-24.5% | $4,169-9.7% | $6,689-43.7% |
| Admin fee / account holder | $1,756 | $9,878-82.2% | $7,665-77.1% | $13,398-86.9% |