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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 | $61,201 | $106,008-42.3% | $92,240-33.7% | $147,586-58.5% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 20.52% | 50.05%-29.5pp | 176.29%-155.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,151 | $4,478-52.0% | $3,897-44.8% | $5,439-60.5% |
| Admin fee / account holder | $1,530 | $6,333-75.8% | $5,194-70.5% | $10,886-85.9% |