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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 | $45,093 | $85,766-47.4% | $136,297-66.9% | $70,131-35.7% |
| Participation rate | 65.2% | 74.2%-9.0pp | 81.9%-16.8pp | 69.5%-4.4pp |
| Annual return | 50.36% | 31.45%+18.9pp | 5156.16%-5105.8pp | 73.14%-22.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,670 | $5,051+150.8% | $6,247+102.8% | $3,332+280.3% |
| Admin fee / account holder | $6,504 | $5,420+20.0% | $9,244-29.6% | $4,645+40.0% |