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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 | $43,698 | $124,175-64.8% | $108,405-59.7% | $167,536-73.9% |
| Participation rate | 30.0% | 82.3%-52.3pp | 80.1%-50.1pp | 82.1%-52.1pp |
| Annual return | 20.09% | 1380.13%-1360.0pp | 905.55%-885.5pp | 478.82%-458.7pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,918 | $6,908-57.8% | $6,563-55.5% | $6,342-54.0% |
| Admin fee / account holder | $2,598 | $9,457-72.5% | $7,297-64.4% | $12,315-78.9% |