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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 | $45,745 | $88,778-48.5% | $81,844-44.1% | $145,884-68.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 15.79% | 1033.03%-1017.2pp | 778.87%-763.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,176 | $4,648-74.7% | $4,323-72.8% | $6,690-82.4% |
| Admin fee / account holder | $1,001 | $8,430-88.1% | $7,355-86.4% | $13,392-92.5% |