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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 | $47,310 | $138,072-65.7% | $123,549-61.7% | $135,382-65.1% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | 141.34% | 153.69%-12.4pp | 119.20%+22.1pp | 519.77%-378.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,522 | $6,799-48.2% | $6,426-45.2% | $5,609-37.2% |
| Admin fee / account holder | $1,546 | $10,917-85.8% | $9,284-83.3% | $10,829-85.7% |