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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 | $70,750 | $106,003-33.3% | $92,236-23.3% | $147,585-52.1% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 12.85% | 50.05%-37.2pp | 176.29%-163.4pp | 578.57%-565.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,539 | $4,478+1.4% | $3,897+16.5% | $5,439-16.5% |
| Admin fee / account holder | $2,535 | $6,333-60.0% | $5,194-51.2% | $10,885-76.7% |