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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 | $48,767 | $88,754-45.1% | $81,820-40.4% | $145,877-66.6% |
| Participation rate | 22.7% | 75.1%-52.4pp | 72.4%-49.7pp | 80.3%-57.6pp |
| Annual return | 12.72% | 1031.77%-1019.0pp | 777.93%-765.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,843 | $4,648-60.3% | $4,323-57.4% | $6,691-72.5% |
| Admin fee / account holder | $1,284 | $8,424-84.8% | $7,391-82.6% | $13,402-90.4% |