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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 | $22,365 | $82,674-72.9% | $125,381-82.2% | $68,486-67.3% |
| Participation rate | 54.3% | 75.1%-20.8pp | 82.4%-28.1pp | 67.9%-13.6pp |
| Annual return | 59.56% | -5.97%+65.5pp | 572.31%-512.8pp | -7.85%+67.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,563 | $6,111-25.3% | $7,448-38.7% | $4,028+13.3% |
| Admin fee / account holder | $1,749 | $6,277-72.1% | $10,007-82.5% | $5,404-67.6% |