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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 | $55,069 | $108,685-49.3% | $74,719-26.3% | $152,885-64.0% |
| Participation rate | 26.3% | 65.3%-39.0pp | 54.5%-28.1pp | 82.5%-56.1pp |
| Annual return | 26.79% | 114.09%-87.3pp | 753.05%-726.3pp | 345.39%-318.6pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $886 | $2,712-67.3% | $1,963-54.9% | $5,851-84.9% |
| Admin fee / account holder | $5,636 | $4,905+14.9% | $3,334+69.0% | $11,598-51.4% |