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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 | $37,852 | $96,361-60.7% | $80,607-53.0% | $139,456-72.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 18.13% | 1350.95%-1332.8pp | 936.11%-918.0pp | 373.45%-355.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,309 | $5,232+58.8% | $4,448+86.8% | $6,711+23.8% |
| Admin fee / account holder | $2,867 | $6,601-56.6% | $5,379-46.7% | $11,407-74.9% |