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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 | $26,285 | $95,406-72.4% | $185,849-85.9% | $85,847-69.4% |
| Participation rate | 24.1% | 68.8%-44.7pp | 81.7%-57.6pp | 69.3%-45.2pp |
| Annual return | 95.55% | 23.59%+72.0pp | 122.10%-26.5pp | 318.61%-223.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,177 | $3,424-65.6% | $5,569-78.9% | $3,952-70.2% |
| Admin fee / account holder | $605 | $7,214-91.6% | $16,244-96.3% | $6,261-90.3% |