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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 | $69,925 | $96,388-27.5% | $80,627-13.3% | $139,466-49.9% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 23.85% | 1352.08%-1328.2pp | 936.76%-912.9pp | 373.66%-349.8pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,187 | $5,224-58.1% | $4,443-50.8% | $6,712-67.4% |
| Admin fee / account holder | $952 | $6,603-85.6% | $5,381-82.3% | $11,409-91.7% |