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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 | $40,018 | $88,778-54.9% | $81,844-51.1% | $145,884-72.6% |
| Participation rate | 64.7% | 75.1%-10.4pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 18.12% | 1033.03%-1014.9pp | 778.87%-760.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,861 | $4,648-16.9% | $4,323-10.7% | $6,690-42.3% |
| Admin fee / account holder | $966 | $8,430-88.5% | $7,355-86.9% | $13,392-92.8% |