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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 | $47,061 | $102,595-54.1% | $94,057-50.0% | $154,746-69.6% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 12.08% | 583.42%-571.3pp | 480.62%-468.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,056 | $5,118-20.8% | $4,709-13.9% | $6,730-39.7% |
| Admin fee / account holder | $625 | $7,736-91.9% | $7,244-91.4% | $14,365-95.6% |