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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 | $45,846 | $101,672-54.9% | $147,117-68.8% | $74,478-38.4% |
| Participation rate | 29.5% | 75.5%-46.1pp | 82.2%-52.7pp | 67.2%-37.7pp |
| Annual return | 48.52% | 8757.83%-8709.3pp | 420.54%-372.0pp | 1370.56%-1322.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,701 | $7,305-22.0% | $8,065-29.3% | $4,350+31.0% |
| Admin fee / account holder | $2,569 | $1,753+46.5% | $12,993-80.2% | $1,946+32.0% |