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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 | $72,260 | $88,815-18.6% | $81,882-11.8% | $145,897-50.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 18.90% | 1033.75%-1014.8pp | 779.47%-760.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,252 | $4,647-30.0% | $4,323-24.8% | $6,689-51.4% |
| Admin fee / account holder | $662 | $8,434-92.1% | $7,360-91.0% | $13,390-95.1% |