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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 | $18,432 | $100,938-81.7% | $90,461-79.6% | $158,982-88.4% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 12.66% | 1727.20%-1714.5pp | 1294.76%-1282.1pp | 302.99%-290.3pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,597 | $4,350-17.3% | $3,964-9.3% | $5,983-39.9% |
| Admin fee / account holder | $6,205 | $6,510-4.7% | $5,617+10.5% | $11,252-44.9% |