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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 | $36,066 | $176,688-79.6% | $130,660-72.4% | $152,885-76.4% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.5%-22.5pp |
| Annual return | 24.18% | 2693.08%-2668.9pp | 1709.29%-1685.1pp | 345.39%-321.2pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,718 | $4,362+76.9% | $3,603+114.2% | $5,851+31.9% |
| Admin fee / account holder | $1,181 | $7,131-83.4% | $5,463-78.4% | $11,598-89.8% |