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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 | $38,638 | $102,393-62.3% | $147,041-73.7% | $80,911-52.2% |
| Participation rate | 48.9% | 75.9%-27.0pp | 82.2%-33.3pp | 67.6%-18.8pp |
| Annual return | 39.49% | 134.95%-95.5pp | 419.21%-379.7pp | 35.63%+3.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,920 | $6,647-10.9% | $8,071-26.6% | $4,297+37.8% |
| Admin fee / account holder | $3,532 | $7,943-55.5% | $13,006-72.8% | $6,935-49.1% |