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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 | $74,643 | $109,872-32.1% | $98,483-24.2% | $167,536-55.4% |
| Participation rate | 35.7% | 75.8%-40.1pp | 73.3%-37.6pp | 82.1%-46.4pp |
| Annual return | 29.64% | 1959.31%-1929.7pp | 1494.38%-1464.7pp | 478.82%-449.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,274 | $4,673-8.5% | $4,276-0.1% | $6,342-32.6% |
| Admin fee / account holder | $707 | $6,757-89.5% | $5,953-88.1% | $12,315-94.3% |