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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 | $94,276 | $72,465+30.1% | $67,575+39.5% | $145,884-35.4% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 15.29% | 7222.56%-7207.3pp | 3528.98%-3513.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,129 | $4,786-34.6% | $4,003-21.8% | $6,690-53.2% |
| Admin fee / account holder | $348 | $5,515-93.7% | $3,993-91.3% | $13,392-97.4% |