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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 | $54,120 | $92,219-41.3% | $76,767-29.5% | $135,380-60.0% |
| Participation rate | 61.9% | 79.8%-17.9pp | 77.0%-15.1pp | 82.6%-20.7pp |
| Annual return | 117.09% | 5.46%+111.6pp | 2.43%+114.7pp | 519.81%-402.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,124 | $4,508+13.6% | $3,852+33.0% | $5,609-8.7% |
| Admin fee / account holder | $49,432 | $10,749+359.9% | $6,675+640.5% | $10,828+356.5% |