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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 | $56,912 | $96,678-41.1% | $86,640-34.3% | $139,466-59.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 20.22% | 106.69%-86.5pp | 592.52%-572.3pp | 373.66%-353.4pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $17,500 | $4,837+261.8% | $4,438+294.3% | $6,712+160.7% |
| Admin fee / account holder | $4,130 | $6,410-35.6% | $5,616-26.5% | $11,409-63.8% |