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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 | $78,889 | $101,499-22.3% | $147,005-46.3% | $74,546+5.8% |
| Participation rate | 64.7% | 75.5%-10.8pp | 82.2%-17.5pp | 67.2%-2.5pp |
| Annual return | 18.86% | 8732.34%-8713.5pp | 418.76%-399.9pp | 1366.03%-1347.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $7,446 | $7,304+1.9% | $8,070-7.7% | $4,347+71.3% |
| Admin fee / account holder | $4,129 | $1,748+136.2% | $13,006-68.3% | $1,944+112.4% |