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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 | $17,501 | $49,896-64.9% | $80,627-78.3% | $75,173-76.7% |
| Participation rate | 40.0% | 55.3%-15.3pp | 67.0%-27.0pp | 67.2%-27.2pp |
| Annual return | 137.34% | 34.67%+102.7pp | 936.76%-799.4pp | 160.72%-23.4pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,627 | $2,992+88.1% | $4,443+26.7% | $4,126+36.4% |
| Admin fee / account holder | $1,373 | $3,578-61.6% | $5,381-74.5% | $5,651-75.7% |