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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 | $88,426 | $180,749-51.1% | $160,784-45.0% | $137,256-35.6% |
| Participation rate | 27.8% | 80.0%-52.2pp | 77.0%-49.2pp | 80.0%-52.2pp |
| Annual return | 11.66% | 2234.46%-2222.8pp | 1803.92%-1792.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,409 | $6,844-64.8% | $6,293-61.7% | $6,407-62.4% |
| Admin fee / account holder | $4,274 | $10,397-58.9% | $9,717-56.0% | $12,270-65.2% |