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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 | $91,171 | $102,635-11.2% | $86,209+5.8% | $139,456-34.6% |
| Participation rate | 38.1% | 74.5%-36.4pp | 69.0%-30.9pp | 80.3%-42.2pp |
| Annual return | 14.16% | 1923.53%-1909.4pp | 1169.05%-1154.9pp | 373.45%-359.3pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,853 | $4,677-39.0% | $3,986-28.4% | $6,711-57.5% |
| Admin fee / account holder | $12,661 | $8,661+46.2% | $6,853+84.8% | $11,407+11.0% |