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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 | $69,198 | $109,872-37.0% | $98,483-29.7% | $167,536-58.7% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 9.82% | 1959.31%-1949.5pp | 1494.38%-1484.6pp | 478.82%-469.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,505 | $4,673-3.6% | $4,276+5.3% | $6,342-29.0% |
| Admin fee / account holder | $3,531 | $6,757-47.7% | $5,953-40.7% | $12,315-71.3% |