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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 | $50,818 | $96,123-47.1% | $77,361-34.3% | $198,609-74.4% |
| Participation rate | 66.7% | 81.1%-14.5pp | 75.0%-8.3pp | 82.4%-15.7pp |
| Annual return | 8.59% | 2054.81%-2046.2pp | 1011.54%-1003.0pp | 202.70%-194.1pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,943 | $4,975-40.8% | $3,911-24.7% | $6,977-57.8% |
| Admin fee / account holder | $1,437 | $9,471-84.8% | $5,894-75.6% | $19,030-92.4% |