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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 | $65,158 | $176,688-63.1% | $130,660-50.1% | $152,897-57.4% |
| Participation rate | 56.3% | 79.0%-22.7pp | 71.7%-15.5pp | 82.5%-26.2pp |
| Annual return | 17.65% | 2693.08%-2675.4pp | 1709.29%-1691.6pp | 345.43%-327.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,738 | $4,362-14.3% | $3,603+3.7% | $5,851-36.1% |
| Admin fee / account holder | $10,560 | $7,131+48.1% | $5,463+93.3% | $11,599-9.0% |