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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 | $51,404 | $99,011-48.1% | $86,582-40.6% | $147,586-65.2% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 20.28% | 1312.75%-1292.5pp | 965.08%-944.8pp | 578.59%-558.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,749 | $3,972+44.7% | $3,609+59.3% | $5,439+5.7% |
| Admin fee / account holder | $2,643 | $5,709-53.7% | $4,904-46.1% | $10,886-75.7% |