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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 | $11,340 | $169,356-93.3% | $129,406-91.2% | $145,897-92.2% |
| Participation rate | 21.1% | 76.5%-55.5pp | 69.6%-48.6pp | 80.3%-59.3pp |
| Annual return | 22.15% | 14418.62%-14396.5pp | 9468.18%-9446.0pp | 552.29%-530.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,809 | $4,987-43.7% | $4,167-32.6% | $6,689-58.0% |
| Admin fee / account holder | $1,953 | $9,915-80.3% | $7,689-74.6% | $13,390-85.4% |