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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 | $45,698 | $102,382-55.4% | $147,005-68.9% | $80,874-43.5% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.2%-21.0pp | 67.6%-6.5pp |
| Annual return | 22.60% | 134.89%-112.3pp | 418.76%-396.2pp | 35.62%-13.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,801 | $6,646+47.5% | $8,070+21.5% | $4,297+128.1% |
| Admin fee / account holder | $11,724 | $7,942+47.6% | $13,006-9.9% | $6,935+69.0% |