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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 | $56,708 | $59,456-4.6% | $93,681-39.5% | $74,400-23.8% |
| Participation rate | 36.7% | 59.6%-23.0pp | 68.7%-32.1pp | 67.2%-30.5pp |
| Annual return | 145.14% | 82.00%+63.1pp | 133.47%+11.7pp | 1367.51%-1222.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,519 | $3,052-17.5% | $4,415-42.9% | $4,348-42.1% |
| Admin fee / account holder | $2,542 | $3,026-16.0% | $8,290-69.3% | $1,944+30.8% |