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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 | $61,644 | $109,344-43.6% | $89,400-31.0% | $158,950-61.2% |
| Participation rate | 21.7% | 74.3%-52.5pp | 68.0%-46.2pp | 82.0%-60.2pp |
| Annual return | 10.42% | 345.73%-335.3pp | 245.64%-235.2pp | 302.91%-292.5pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,883 | $4,599-37.3% | $3,890-25.9% | $5,983-51.8% |
| Admin fee / account holder | $809 | $6,154-86.9% | $4,882-83.4% | $11,248-92.8% |