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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 | $100,995 | $180,749-44.1% | $160,784-37.2% | $137,256-26.4% |
| Participation rate | 34.8% | 80.0%-45.2pp | 77.0%-42.2pp | 80.0%-45.2pp |
| Annual return | 18.70% | 2234.46%-2215.8pp | 1803.92%-1785.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,934 | $6,844-57.1% | $6,293-53.4% | $6,407-54.2% |
| Admin fee / account holder | $2,100 | $10,397-79.8% | $9,717-78.4% | $12,270-82.9% |