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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 | $23,909 | $97,761-75.5% | $83,850-71.5% | $135,382-82.3% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | 0.56% | 1287.44%-1286.9pp | 850.92%-850.4pp | 519.77%-519.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,141 | $4,682-11.6% | $4,082+1.4% | $5,609-26.2% |
| Admin fee / account holder | $473 | $6,674-92.9% | $5,478-91.4% | $10,829-95.6% |