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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 | $65,348 | $114,130-42.7% | $96,192-32.1% | $167,553-61.0% |
| Participation rate | 69.2% | 75.1%-5.8pp | 68.4%+0.8pp | 82.1%-12.9pp |
| Annual return | 13.29% | 190.07%-176.8pp | 192.09%-178.8pp | 478.89%-465.6pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,269 | $5,198-17.9% | $4,351-1.9% | $6,343-32.7% |
| Admin fee / account holder | $2,212 | $6,901-68.0% | $5,539-60.1% | $12,316-82.0% |