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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 | $64,733 | $72,446-10.6% | $67,561-4.2% | $145,877-55.6% |
| Participation rate | 31.6% | 76.9%-45.3pp | 72.9%-41.3pp | 80.3%-48.7pp |
| Annual return | 19.16% | 7211.98%-7192.8pp | 3525.44%-3506.3pp | 551.28%-532.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,801 | $4,785-62.4% | $4,003-55.0% | $6,691-73.1% |
| Admin fee / account holder | $5,151 | $5,541-7.0% | $4,006+28.6% | $13,402-61.6% |