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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 | $34,871 | $101,653-65.7% | $147,080-76.3% | $74,459-53.2% |
| Participation rate | 24.6% | 75.6%-51.0pp | 82.2%-57.6pp | 67.2%-42.6pp |
| Annual return | 26.33% | 8754.98%-8728.7pp | 420.17%-393.8pp | 1369.70%-1343.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,061 | $7,304-44.4% | $8,066-49.7% | $4,350-6.6% |
| Admin fee / account holder | $1,870 | $1,752+6.8% | $12,989-85.6% | $1,945-3.8% |