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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 | $51,886 | $185,225-72.0% | $142,898-63.7% | $167,553-69.0% |
| Participation rate | 50.0% | 78.5%-28.5pp | 72.0%-22.0pp | 82.1%-32.1pp |
| Annual return | 17.06% | 8558.12%-8541.1pp | 5639.64%-5622.6pp | 478.89%-461.8pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,973 | $4,496-56.1% | $3,838-48.6% | $6,343-68.9% |
| Admin fee / account holder | $1,325 | $8,032-83.5% | $6,560-79.8% | $12,316-89.2% |