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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 | $79,123 | $156,970-49.6% | $121,210-34.7% | $139,487-43.3% |
| Participation rate | 15.8% | 76.5%-60.7pp | 69.5%-53.8pp | 80.3%-64.5pp |
| Annual return | 17.44% | 1477.10%-1459.7pp | 987.41%-970.0pp | 373.84%-356.4pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,691 | $4,849-65.1% | $4,084-58.6% | $6,713-74.8% |
| Admin fee / account holder | $307 | $6,947-95.6% | $5,647-94.6% | $11,407-97.3% |