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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 | $22,342 | $76,522-70.8% | $56,033-60.1% | $145,884-84.7% |
| Participation rate | 35.7% | 63.2%-27.5pp | 52.5%-16.8pp | 80.3%-44.6pp |
| Annual return | 25.68% | 3014.28%-2988.6pp | 1711.38%-1685.7pp | 551.85%-526.2pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,588 | $2,624-1.4% | $1,954+32.4% | $6,690-61.3% |
| Admin fee / account holder | $899 | $3,328-73.0% | $2,827-68.2% | $13,392-93.3% |