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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 | $34,479 | $102,422-66.3% | $147,117-76.6% | $80,959-57.4% |
| Participation rate | 56.5% | 75.9%-19.4pp | 82.2%-25.7pp | 67.7%-11.1pp |
| Annual return | 60.12% | 135.16%-75.0pp | 420.54%-360.4pp | 35.67%+24.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,470 | $6,652+27.3% | $8,065+5.0% | $4,300+96.9% |
| Admin fee / account holder | $3,401 | $7,953-57.2% | $12,993-73.8% | $6,925-50.9% |