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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 | $36,839 | $109,830-66.5% | $98,452-62.6% | $167,497-78.0% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 14.89% | 1957.04%-1942.2pp | 1492.96%-1478.1pp | 478.62%-463.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,692 | $4,673-42.4% | $4,276-37.1% | $6,341-57.6% |
| Admin fee / account holder | $3,181 | $6,751-52.9% | $5,948-46.5% | $12,310-74.2% |