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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 | $41,100 | $106,008-61.2% | $92,240-55.4% | $147,586-72.2% |
| Participation rate | 60.9% | 80.4%-19.5pp | 76.5%-15.6pp | 82.8%-22.0pp |
| Annual return | 14.54% | 50.05%-35.5pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,175 | $4,478-73.8% | $3,897-69.8% | $5,439-78.4% |
| Admin fee / account holder | $2,194 | $6,333-65.4% | $5,194-57.8% | $10,886-79.8% |