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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 | $47,900 | $101,591-52.9% | $147,096-67.4% | $74,429-35.6% |
| Participation rate | 58.4% | 75.5%-17.1pp | 82.2%-23.8pp | 67.2%-8.8pp |
| Annual return | 16.91% | 8746.45%-8729.5pp | 419.75%-402.8pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,033 | $7,302-44.8% | $8,071-50.0% | $4,348-7.3% |
| Admin fee / account holder | $1,346 | $1,750-23.1% | $13,005-89.6% | $1,944-30.7% |