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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 | $54,378 | $101,653-46.5% | $147,080-63.0% | $74,459-27.0% |
| Participation rate | 31.9% | 75.6%-43.7pp | 82.2%-50.3pp | 67.2%-35.3pp |
| Annual return | 13.67% | 8754.98%-8741.3pp | 420.17%-406.5pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,352 | $7,304-26.7% | $8,066-33.6% | $4,350+23.1% |
| Admin fee / account holder | $3,639 | $1,752+107.8% | $12,989-72.0% | $1,945+87.1% |