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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 | $52,439 | $106,008-50.5% | $92,240-43.1% | $147,586-64.5% |
| Participation rate | 53.3% | 80.4%-27.1pp | 76.5%-23.1pp | 82.8%-29.5pp |
| Annual return | 19.04% | 50.05%-31.0pp | 176.29%-157.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,383 | $4,478-24.5% | $3,897-13.2% | $5,439-37.8% |
| Admin fee / account holder | $1,422 | $6,333-77.6% | $5,194-72.6% | $10,886-86.9% |