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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 | $41,668 | $99,011-57.9% | $86,582-51.9% | $147,586-71.8% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 17.11% | 1312.75%-1295.6pp | 965.08%-948.0pp | 578.59%-561.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $910 | $3,972-77.1% | $3,609-74.8% | $5,439-83.3% |
| Admin fee / account holder | $3,307 | $5,709-42.1% | $4,904-32.6% | $10,886-69.6% |