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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 | $45,844 | $102,422-55.2% | $147,117-68.8% | $80,959-43.4% |
| Participation rate | 17.6% | 75.9%-58.2pp | 82.2%-64.5pp | 67.7%-50.0pp |
| Annual return | 89.06% | 135.16%-46.1pp | 420.54%-331.5pp | 35.67%+53.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,961 | $6,652-25.4% | $8,065-38.5% | $4,300+15.4% |
| Admin fee / account holder | $8,545 | $7,953+7.4% | $12,993-34.2% | $6,925+23.4% |