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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 | $36,264 | $106,008-65.8% | $92,240-60.7% | $147,586-75.4% |
| Participation rate | 30.4% | 80.4%-50.0pp | 76.5%-46.0pp | 82.8%-52.4pp |
| Annual return | 18.51% | 50.05%-31.5pp | 176.29%-157.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,412 | $4,478-68.5% | $3,897-63.8% | $5,439-74.0% |
| Admin fee / account holder | $1,361 | $6,333-78.5% | $5,194-73.8% | $10,886-87.5% |