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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 | $103,098 | $72,396+42.4% | $67,511+52.7% | $145,959-29.4% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.0pp | 80.3%-37.4pp |
| Annual return | 22.46% | 7194.07%-7171.6pp | 3517.41%-3494.9pp | 561.95%-539.5pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $303 | $5,538-94.5% | $3,999-92.4% | $13,398-97.7% |