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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 | $76,367 | $102,663-25.6% | $86,216-11.4% | $139,466-45.2% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 18.38% | 1924.52%-1906.1pp | 1169.42%-1151.0pp | 373.66%-355.3pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,337 | $4,677-28.7% | $3,986-16.3% | $6,712-50.3% |
| Admin fee / account holder | $7,787 | $8,663-10.1% | $6,853+13.6% | $11,409-31.7% |