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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 | $39,960 | $99,011-59.6% | $86,582-53.8% | $147,586-72.9% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 15.87% | 1312.75%-1296.9pp | 965.08%-949.2pp | 578.59%-562.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,276 | $3,972-67.9% | $3,609-64.7% | $5,439-76.5% |
| Admin fee / account holder | $387 | $5,709-93.2% | $4,904-92.1% | $10,886-96.4% |