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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 | $49,285 | $95,975-48.6% | $74,552-33.9% | $135,382-63.6% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | 75.09% | 56.96%+18.1pp | 32.53%+42.6pp | 519.77%-444.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,839 | $3,844-26.1% | $3,108-8.7% | $5,609-49.4% |
| Admin fee / account holder | $2,976 | $6,522-54.4% | $5,060-41.2% | $10,829-72.5% |