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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 | $52,297 | $99,011-47.2% | $86,582-39.6% | $147,586-64.6% |
| Participation rate | 27.3% | 76.3%-49.1pp | 73.5%-46.3pp | 82.8%-55.6pp |
| Annual return | 21.45% | 1312.75%-1291.3pp | 965.08%-943.6pp | 578.59%-557.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $825 | $3,972-79.2% | $3,609-77.1% | $5,439-84.8% |
| Admin fee / account holder | $585 | $5,709-89.8% | $4,904-88.1% | $10,886-94.6% |