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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 | $67,567 | $72,446-6.7% | $67,5610% | $145,877-53.7% |
| Participation rate | 20.0% | 76.9%-56.9pp | 72.9%-52.9pp | 80.3%-60.3pp |
| Annual return | 18.49% | 7211.98%-7193.5pp | 3525.44%-3507.0pp | 551.28%-532.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,738 | $4,785-63.7% | $4,003-56.6% | $6,691-74.0% |
| Admin fee / account holder | $508 | $5,541-90.8% | $4,006-87.3% | $13,402-96.2% |