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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 | $64,931 | $101,653-36.1% | $147,080-55.9% | $74,459-12.8% |
| Participation rate | 23.8% | 75.6%-51.8pp | 82.2%-58.4pp | 67.2%-43.5pp |
| Annual return | 13.44% | 8754.98%-8741.5pp | 420.17%-406.7pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,018 | $7,304-45.0% | $8,066-50.2% | $4,350-7.6% |
| Admin fee / account holder | $4,228 | $1,752+141.4% | $12,989-67.4% | $1,945+117.4% |