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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 | $61,840 | $100,895-38.7% | $90,430-31.6% | $158,950-61.1% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.7%-26.9pp | 82.0%-36.1pp |
| Annual return | 14.07% | 1725.54%-1711.5pp | 1293.73%-1279.7pp | 302.91%-288.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,552 | $4,347-64.3% | $3,963-60.8% | $5,983-74.1% |
| Admin fee / account holder | $9,963 | $6,505+53.1% | $5,613+77.5% | $11,248-11.4% |