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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 | $36,027 | $101,653-64.6% | $147,080-75.5% | $74,459-51.6% |
| Participation rate | 39.3% | 75.6%-36.2pp | 82.2%-42.9pp | 67.2%-27.9pp |
| Annual return | 20.31% | 8754.98%-8734.7pp | 420.17%-399.9pp | 1369.70%-1349.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,426 | $7,304-39.4% | $8,066-45.1% | $4,350+1.7% |
| Admin fee / account holder | $4,548 | $1,752+159.7% | $12,989-65.0% | $1,945+133.9% |