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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 | $9,469 | $49,896-81.0% | $80,627-88.3% | $75,173-87.4% |
| Participation rate | 42.4% | 55.3%-13.0pp | 67.0%-24.7pp | 67.2%-24.9pp |
| Annual return | 142.97% | 34.67%+108.3pp | 936.76%-793.8pp | 160.72%-17.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,062 | $2,992-31.1% | $4,443-53.6% | $4,126-50.0% |
| Admin fee / account holder | $1,619 | $3,578-54.8% | $5,381-69.9% | $5,651-71.4% |