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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 | $42,630 | $88,815-52.0% | $81,882-47.9% | $145,897-70.8% |
| Participation rate | 39.1% | 75.1%-35.9pp | 72.4%-33.3pp | 80.3%-41.2pp |
| Annual return | 9.95% | 1033.75%-1023.8pp | 779.47%-769.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,293 | $4,647-72.2% | $4,323-70.1% | $6,689-80.7% |
| Admin fee / account holder | $2,356 | $8,434-72.1% | $7,360-68.0% | $13,390-82.4% |