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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 | $16,114 | $57,312-71.9% | $86,617-81.4% | $75,181-78.6% |
| Participation rate | 51.9% | 63.2%-11.3pp | 71.7%-19.8pp | 67.2%-15.3pp |
| Annual return | 52.32% | 2672.78%-2620.5pp | 591.91%-539.6pp | 160.69%-108.4pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,567 | $3,319+37.6% | $4,437+2.9% | $4,126+10.7% |
| Admin fee / account holder | $392 | $4,114-90.5% | $5,613-93.0% | $5,650-93.1% |