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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 | $48,595 | $101,672-52.2% | $147,117-67.0% | $74,478-34.8% |
| Participation rate | 30.0% | 75.5%-45.5pp | 82.2%-52.2pp | 67.2%-37.2pp |
| Annual return | 16.75% | 8757.83%-8741.1pp | 420.54%-403.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,029 | $7,305-44.8% | $8,065-50.0% | $4,350-7.4% |
| Admin fee / account holder | $7,436 | $1,753+324.2% | $12,993-42.8% | $1,946+282.2% |