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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 | $81,052 | $99,011-18.1% | $86,582-6.4% | $147,586-45.1% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 17.89% | 1312.75%-1294.9pp | 965.08%-947.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,309 | $3,972-41.9% | $3,609-36.0% | $5,439-57.6% |
| Admin fee / account holder | $1,303 | $5,709-77.2% | $4,904-73.4% | $10,886-88.0% |