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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 | $51,869 | $169,361-69.4% | $129,397-59.9% | $145,877-64.4% |
| Participation rate | 9.1% | 76.5%-67.4pp | 69.6%-60.5pp | 80.3%-71.2pp |
| Annual return | 8.42% | 14395.54%-14387.1pp | 9453.98%-9445.6pp | 551.28%-542.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $564 | $4,987-88.7% | $4,167-86.5% | $6,691-91.6% |
| Admin fee / account holder | $37,227 | $9,903+275.9% | $7,679+384.8% | $13,402+177.8% |