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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 | $51,167 | $73,518-30.4% | $63,003-18.8% | $147,585-65.3% |
| Participation rate | 18.8% | 77.9%-59.1pp | 74.8%-56.1pp | 82.8%-64.1pp |
| Annual return | 153.28% | 175.46%-22.2pp | 87.59%+65.7pp | 578.57%-425.3pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,538 | $4,183-39.3% | $3,329-23.8% | $5,439-53.3% |
| Admin fee / account holder | $8,907 | $5,952+49.6% | $3,600+147.4% | $10,885-18.2% |