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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 | $29,881 | $88,815-66.4% | $81,882-63.5% | $145,897-79.5% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 10.89% | 1033.75%-1022.9pp | 779.47%-768.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,174 | $4,647-74.7% | $4,323-72.8% | $6,689-82.5% |
| Admin fee / account holder | $369 | $8,434-95.6% | $7,360-95.0% | $13,390-97.2% |