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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 | $64,505 | $70,121-8.0% | $63,803+1.1% | $138,895-53.6% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 13.64% | 946.48%-932.8pp | 543.72%-530.1pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,511 | $4,535-22.6% | $3,843-8.7% | $6,396-45.1% |
| Admin fee / account holder | $833 | $6,738-87.6% | $5,196-84.0% | $12,562-93.4% |