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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 | $50,501 | $85,169-40.7% | $172,755-70.8% | $72,983-30.8% |
| Participation rate | 48.6% | 70.1%-21.5pp | 82.6%-34.1pp | 69.5%-20.9pp |
| Annual return | 19.74% | 27.32%-7.6pp | 802.94%-783.2pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,731 | $3,260-16.2% | $5,198-47.5% | $3,608-24.3% |
| Admin fee / account holder | $7,942 | $5,880+35.1% | $13,955-43.1% | $5,124+55.0% |