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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 | $81,838 | $100,033-18.2% | $149,716-45.3% | $70,124+16.7% |
| Participation rate | 53.8% | 83.6%-29.7pp | 87.1%-33.2pp | 69.5%-15.7pp |
| Annual return | 16.81% | 27.43%-10.6pp | 1501.67%-1484.9pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,991 | $4,982+60.4% | $6,568+21.7% | $3,332+139.8% |
| Admin fee / account holder | $22,193 | $8,285+167.9% | $11,282+96.7% | $4,645+377.7% |