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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 | $90,238 | $102,595-12.0% | $94,057-4.1% | $154,746-41.7% |
| Participation rate | 46.2% | 76.0%-29.8pp | 73.3%-27.2pp | 80.7%-34.5pp |
| Annual return | 10.50% | 583.42%-572.9pp | 480.62%-470.1pp | 172.34%-161.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,220 | $5,118-56.6% | $4,709-52.9% | $6,730-67.0% |
| Admin fee / account holder | $2,242 | $7,736-71.0% | $7,244-69.1% | $14,365-84.4% |