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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 | $62,308 | $102,393-39.1% | $147,041-57.6% | $80,911-23.0% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.6%-8.4pp |
| Annual return | 38.37% | 134.95%-96.6pp | 419.21%-380.8pp | 35.63%+2.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,944 | $6,647+64.6% | $8,071+35.6% | $4,297+154.7% |
| Admin fee / account holder | $2,193 | $7,943-72.4% | $13,006-83.1% | $6,935-68.4% |