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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 | $34,478 | $74,661-53.8% | $160,784-78.6% | $67,986-49.3% |
| Participation rate | 65.0% | 57.1%+7.9pp | 77.0%-12.0pp | 57.2%+7.8pp |
| Annual return | 58.74% | 28.83%+29.9pp | 1803.92%-1745.2pp | 31.67%+27.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,034 | $3,681+36.8% | $6,293-20.0% | $3,358+49.9% |
| Admin fee / account holder | $4,156 | $3,959+5.0% | $9,717-57.2% | $3,203+29.8% |