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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 | $13,113 | $109,872-88.1% | $98,483-86.7% | $167,536-92.2% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 13.50% | 1959.31%-1945.8pp | 1494.38%-1480.9pp | 478.82%-465.3pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,485 | $4,673-46.8% | $4,276-41.9% | $6,342-60.8% |
| Admin fee / account holder | $915 | $6,757-86.5% | $5,953-84.6% | $12,315-92.6% |