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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 | $35,855 | $102,385-65.0% | $147,080-75.6% | $80,935-55.7% |
| Participation rate | 37.9% | 75.9%-37.9pp | 82.2%-44.3pp | 67.7%-29.7pp |
| Annual return | 161.20% | 135.09%+26.1pp | 420.17%-259.0pp | 35.66%+125.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,601 | $6,651-45.9% | $8,066-55.4% | $4,299-16.2% |
| Admin fee / account holder | $6,058 | $7,951-23.8% | $12,989-53.4% | $6,924-12.5% |