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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 | $62,678 | $104,544-40.0% | $76,657-18.2% | $152,897-59.0% |
| Participation rate | 60.0% | 76.6%-16.6pp | 72.1%-12.1pp | 82.5%-22.5pp |
| Annual return | 12.31% | 1014.36%-1002.0pp | 1166.74%-1154.4pp | 345.43%-333.1pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $805 | $4,236-81.0% | $3,335-75.9% | $5,851-86.2% |
| Admin fee / account holder | $1,472 | $12,286-88.0% | $6,423-77.1% | $11,599-87.3% |