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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 | $46,122 | $124,175-62.9% | $108,405-57.5% | $167,536-72.5% |
| Participation rate | 45.5% | 82.3%-36.8pp | 80.1%-34.7pp | 82.1%-36.7pp |
| Annual return | 23.46% | 1380.13%-1356.7pp | 905.55%-882.1pp | 478.82%-455.4pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,896 | $6,908-14.6% | $6,563-10.2% | $6,342-7.0% |
| Admin fee / account holder | $524 | $9,457-94.5% | $7,297-92.8% | $12,315-95.7% |