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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 | $16,355 | $76,634-78.7% | $56,054-70.8% | $145,978-88.8% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 13.73% | 3004.33%-2990.6pp | 1705.95%-1692.2pp | 550.52%-536.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,311 | $2,622-50.0% | $1,952-32.8% | $6,690-80.4% |
| Admin fee / account holder | $1,612 | $3,321-51.5% | $2,822-42.9% | $13,400-88.0% |