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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 | $35,410 | $88,778-60.1% | $81,844-56.7% | $145,884-75.7% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 15.14% | 1033.03%-1017.9pp | 778.87%-763.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,900 | $4,648-59.1% | $4,323-56.1% | $6,690-71.6% |
| Admin fee / account holder | $1,248 | $8,430-85.2% | $7,355-83.0% | $13,392-90.7% |