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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 | $48,220 | $57,305-15.9% | $86,640-44.3% | $75,173-35.9% |
| Participation rate | 53.8% | 63.2%-9.4pp | 71.7%-17.9pp | 67.2%-13.4pp |
| Annual return | 21.22% | 2674.24%-2653.0pp | 592.52%-571.3pp | 160.72%-139.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,938 | $3,320+18.6% | $4,438-11.3% | $4,126-4.6% |
| Admin fee / account holder | $2,232 | $4,116-45.8% | $5,616-60.2% | $5,651-60.5% |