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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 | $42,557 | $102,663-58.5% | $86,216-50.6% | $139,466-69.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 16.82% | 1924.52%-1907.7pp | 1169.42%-1152.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,779 | $4,677+2.2% | $3,986+19.9% | $6,712-28.8% |
| Admin fee / account holder | $3,623 | $8,663-58.2% | $6,853-47.1% | $11,409-68.2% |