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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 | $86,664 | $88,815-2.4% | $81,882+5.8% | $145,897-40.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.43% | 1033.75%-1020.3pp | 779.47%-766.0pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,282 | $4,647-50.9% | $4,323-47.2% | $6,689-65.9% |
| Admin fee / account holder | $1,790 | $8,434-78.8% | $7,360-75.7% | $13,390-86.6% |