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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 | $59,267 | $99,009-40.1% | $86,581-31.5% | $147,585-59.8% |
| Participation rate | 54.5% | 76.3%-21.8pp | 73.5%-19.0pp | 82.8%-28.3pp |
| Annual return | 20.13% | 1312.70%-1292.6pp | 965.06%-944.9pp | 578.58%-558.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,301 | $3,972+33.4% | $3,609+46.9% | $5,439-2.5% |
| Admin fee / account holder | $4,001 | $5,709-29.9% | $4,904-18.4% | $10,886-63.2% |