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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 | $101,653-22.4% | $147,080-46.4% | $74,459+5.9% |
| Participation rate | 64.7% | 75.6%-10.8pp | 82.2%-17.5pp | 67.2%-2.5pp |
| Annual return | 18.86% | 8754.98%-8736.1pp | 420.17%-401.3pp | 1369.70%-1350.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,446 | $7,304+1.9% | $8,066-7.7% | $4,350+71.2% |
| Admin fee / account holder | $4,129 | $1,752+135.7% | $12,989-68.2% | $1,945+112.3% |