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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 | $68,686 | $72,465-5.2% | $67,575+1.6% | $145,884-52.9% |
| Participation rate | 69.2% | 76.9%-7.7pp | 72.9%-3.7pp | 80.3%-11.1pp |
| Annual return | 11.15% | 7222.56%-7211.4pp | 3528.98%-3517.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,585 | $4,786-66.9% | $4,003-60.4% | $6,690-76.3% |
| Admin fee / account holder | $587 | $5,515-89.4% | $3,993-85.3% | $13,392-95.6% |