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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 | $52,378 | $102,382-48.8% | $147,005-64.4% | $80,874-35.2% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.2%-23.1pp | 67.6%-8.6pp |
| Annual return | 29.30% | 134.89%-105.6pp | 418.76%-389.5pp | 35.62%-6.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,016 | $6,646+50.7% | $8,070+24.1% | $4,297+133.1% |
| Admin fee / account holder | $5,365 | $7,942-32.4% | $13,006-58.7% | $6,935-22.6% |