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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 | $39,332 | $88,754-55.7% | $81,820-51.9% | $145,877-73.0% |
| Participation rate | 26.1% | 75.1%-49.0pp | 72.4%-46.3pp | 80.3%-54.2pp |
| Annual return | 10.84% | 1031.77%-1020.9pp | 777.93%-767.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,646 | $4,648-21.5% | $4,323-15.6% | $6,691-45.5% |
| Admin fee / account holder | $419 | $8,424-95.0% | $7,391-94.3% | $13,402-96.9% |