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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 | $88,754-52.0% | $81,820-47.9% | $145,877-70.8% |
| Participation rate | 39.1% | 75.1%-35.9pp | 72.4%-33.3pp | 80.3%-41.2pp |
| Annual return | 9.95% | 1031.77%-1021.8pp | 777.93%-768.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,293 | $4,648-72.2% | $4,323-70.1% | $6,691-80.7% |
| Admin fee / account holder | $2,356 | $8,424-72.0% | $7,391-68.1% | $13,402-82.4% |