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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 | $68,312 | $106,008-35.6% | $92,240-25.9% | $147,586-53.7% |
| Participation rate | 47.8% | 80.4%-32.6pp | 76.5%-28.7pp | 82.8%-35.0pp |
| Annual return | 17.15% | 50.05%-32.9pp | 176.29%-159.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,665 | $4,478-40.5% | $3,897-31.6% | $5,439-51.0% |
| Admin fee / account holder | $11,863 | $6,333+87.3% | $5,194+128.4% | $10,886+9.0% |