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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 | $79,462 | $124,175-36.0% | $108,405-26.7% | $167,536-52.6% |
| Participation rate | 42.9% | 82.3%-39.4pp | 80.1%-37.3pp | 82.1%-39.3pp |
| Annual return | 14.24% | 1380.13%-1365.9pp | 905.55%-891.3pp | 478.82%-464.6pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,445 | $6,908-50.1% | $6,563-47.5% | $6,342-45.7% |
| Admin fee / account holder | $1,430 | $9,457-84.9% | $7,297-80.4% | $12,315-88.4% |