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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 | $24,362 | $106,008-77.0% | $92,240-73.6% | $147,586-83.5% |
| Participation rate | 56.5% | 80.4%-23.9pp | 76.5%-20.0pp | 82.8%-26.3pp |
| Annual return | 120.23% | 50.05%+70.2pp | 176.29%-56.1pp | 578.59%-458.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,716 | $4,478-39.4% | $3,897-30.3% | $5,439-50.1% |
| Admin fee / account holder | $1,516 | $6,333-76.1% | $5,194-70.8% | $10,886-86.1% |