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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 | $169,336-69.4% | $129,384-59.9% | $145,884-64.4% |
| Participation rate | 9.1% | 76.5%-67.4pp | 69.6%-60.5pp | 80.3%-71.2pp |
| Annual return | 8.42% | 14408.70%-14400.3pp | 9461.77%-9453.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $564 | $4,985-88.7% | $4,166-86.5% | $6,690-91.6% |
| Admin fee / account holder | $37,227 | $9,912+275.6% | $7,686+384.4% | $13,392+178.0% |