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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 | $60,085 | $102,393-41.3% | $147,041-59.1% | $80,911-25.7% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.6%-8.4pp |
| Annual return | 14.96% | 134.95%-120.0pp | 419.21%-404.2pp | 35.63%-20.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,196 | $6,647+53.4% | $8,071+26.3% | $4,297+137.3% |
| Admin fee / account holder | $8,785 | $7,943+10.6% | $13,006-32.5% | $6,935+26.7% |