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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 | $55,051 | $88,815-38.0% | $81,882-32.8% | $145,897-62.3% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 17.97% | 1033.75%-1015.8pp | 779.47%-761.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,023 | $4,647+51.1% | $4,323+62.4% | $6,689+5.0% |
| Admin fee / account holder | $534 | $8,434-93.7% | $7,360-92.7% | $13,390-96.0% |