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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 | $76,534 | $147,167-48.0% | $111,392-31.3% | $135,380-43.5% |
| Participation rate | 31.3% | 84.0%-52.8pp | 78.9%-47.6pp | 82.6%-51.4pp |
| Annual return | 636.40% | -4.44%+640.8pp | -2.06%+638.5pp | 519.81%+116.6pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,387 | $6,565-48.4% | $5,567-39.2% | $5,609-39.6% |
| Admin fee / account holder | $1,493 | $20,270-92.6% | $12,266-87.8% | $10,828-86.2% |