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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 | $21,267 | $68,097-68.8% | $62,929-66.2% | $137,256-84.5% |
| Participation rate | 68.2% | 77.4%-9.3pp | 73.1%-4.9pp | 80.0%-11.8pp |
| Annual return | 23.57% | 1859.11%-1835.5pp | 1063.93%-1040.4pp | 220.34%-196.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,923 | $4,553-35.8% | $3,888-24.8% | $6,407-54.4% |
| Admin fee / account holder | $1,000 | $6,521-84.7% | $5,065-80.3% | $12,270-91.9% |