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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 | $129,154 | $88,754+45.5% | $81,820+57.9% | $145,877-11.5% |
| Participation rate | 27.8% | 75.1%-47.3pp | 72.4%-44.6pp | 80.3%-52.5pp |
| Annual return | 12.32% | 1031.77%-1019.4pp | 777.93%-765.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,340 | $8,424-84.1% | $7,391-81.9% | $13,402-90.0% |