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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 | $49,419 | $109,830-55.0% | $98,452-49.8% | $167,497-70.5% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 10.59% | 1957.04%-1946.5pp | 1492.96%-1482.4pp | 478.62%-468.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,395 | $4,673-48.8% | $4,276-44.0% | $6,341-62.2% |
| Admin fee / account holder | $1,223 | $6,751-81.9% | $5,948-79.4% | $12,310-90.1% |