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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 | $104,466 | $124,175-15.9% | $108,405-3.6% | $167,536-37.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 13.98% | 1380.13%-1366.1pp | 905.55%-891.6pp | 478.82%-464.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,807 | $6,908-1.5% | $6,563+3.7% | $6,342+7.3% |
| Admin fee / account holder | $3,048 | $9,457-67.8% | $7,297-58.2% | $12,315-75.3% |