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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 | $72,335 | $100,938-28.3% | $90,461-20.0% | $158,982-54.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 10.83% | 1727.20%-1716.4pp | 1294.76%-1283.9pp | 302.99%-292.2pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,103 | $4,350-51.7% | $3,964-47.0% | $5,983-64.9% |
| Admin fee / account holder | $4,537 | $6,510-30.3% | $5,617-19.2% | $11,252-59.7% |