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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 | $37,692 | $88,815-57.6% | $81,882-54.0% | $145,897-74.2% |
| Participation rate | 31.8% | 75.1%-43.3pp | 72.4%-40.6pp | 80.3%-48.5pp |
| Annual return | 13.62% | 1033.75%-1020.1pp | 779.47%-765.8pp | 552.29%-538.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,661 | $4,647-64.3% | $4,323-61.6% | $6,689-75.2% |
| Admin fee / account holder | $6,158 | $8,434-27.0% | $7,360-16.3% | $13,390-54.0% |