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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 | $54,748 | $88,754-38.3% | $81,820-33.1% | $145,877-62.5% |
| Participation rate | 31.8% | 75.1%-43.3pp | 72.4%-40.6pp | 80.3%-48.5pp |
| Annual return | 16.10% | 1031.77%-1015.7pp | 777.93%-761.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,384 | $4,648+15.8% | $4,323+24.6% | $6,691-19.5% |
| Admin fee / account holder | $26,506 | $8,424+214.7% | $7,391+258.7% | $13,402+97.8% |