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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 | $50,745 | $60,119-15.6% | $90,430-43.9% | $79,858-36.5% |
| Participation rate | 56.4% | 65.0%-8.6pp | 72.7%-16.3pp | 69.6%-13.2pp |
| Annual return | 11.86% | 71.94%-60.1pp | 1293.73%-1281.9pp | 31.72%-19.9pp |
| Employer contribution / active EE | $5,197 | $2,068+151.3% | $3,262+59.3% | $2,471+110.3% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,923 | $3,976-26.5% | $5,613-47.9% | $5,306-44.9% |