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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 | $63,239 | $106,008-40.3% | $92,240-31.4% | $147,586-57.2% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 17.76% | 50.05%-32.3pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,498 | $4,478-21.9% | $3,897-10.2% | $5,439-35.7% |
| Admin fee / account holder | $5,333 | $6,333-15.8% | $5,194+2.7% | $10,886-51.0% |