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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 | $47,679 | $56,431-15.5% | $130,788-63.5% | $87,485-45.5% |
| Participation rate | 60.3% | 58.9%+1.4pp | 70.1%-9.8pp | 68.9%-8.6pp |
| Annual return | 18.88% | 91.27%-72.4pp | 386.44%-367.6pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,670 | $2,749-2.9% | $4,137-35.5% | $4,274-37.5% |
| Admin fee / account holder | $675 | $4,433-84.8% | $6,673-89.9% | $7,775-91.3% |