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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 | $72,062 | $106,005-32.0% | $92,239-21.9% | $147,585-51.2% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.3pp | 82.8%-13.6pp |
| Annual return | 11.59% | 50.05%-38.5pp | 176.29%-164.7pp | 578.58%-567.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,129 | $4,478-30.1% | $3,897-19.7% | $5,439-42.5% |
| Admin fee / account holder | $650 | $6,333-89.7% | $5,194-87.5% | $10,886-94.0% |