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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 | $48,928 | $111,785-56.2% | $93,669-47.8% | $145,877-66.5% |
| Participation rate | 46.7% | 74.2%-27.6pp | 68.7%-22.1pp | 80.3%-33.6pp |
| Annual return | 10.31% | 203.79%-193.5pp | 133.59%-123.3pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,430 | $4,919+30.7% | $4,416+45.6% | $6,691-3.9% |
| Admin fee / account holder | $705 | $10,256-93.1% | $8,291-91.5% | $13,402-94.7% |