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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 | $96,948 | $72,403+33.9% | $67,524+43.6% | $145,978-33.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 18.80% | 7197.23%-7178.4pp | 3519.41%-3500.6pp | 550.52%-531.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,681 | $4,782-23.0% | $4,001-8.0% | $6,690-45.0% |
| Admin fee / account holder | $896 | $5,541-83.8% | $4,001-77.6% | $13,400-93.3% |