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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 | $50,822 | $101,672-50.0% | $147,117-65.5% | $74,478-31.8% |
| Participation rate | 38.1% | 75.5%-37.5pp | 82.2%-44.1pp | 67.2%-29.1pp |
| Annual return | 13.74% | 8757.83%-8744.1pp | 420.54%-406.8pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,416 | $7,305-39.6% | $8,065-45.2% | $4,350+1.5% |
| Admin fee / account holder | $1,737 | $1,753-0.9% | $12,993-86.6% | $1,946-10.7% |