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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 | $102,429-66.3% | $147,096-76.6% | $80,925-57.4% |
| Participation rate | 56.5% | 75.9%-19.3pp | 82.2%-25.7pp | 67.7%-11.1pp |
| Annual return | 60.12% | 135.02%-74.9pp | 419.75%-359.6pp | 35.65%+24.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,470 | $6,649+27.4% | $8,071+4.9% | $4,299+97.0% |
| Admin fee / account holder | $3,401 | $7,957-57.3% | $13,005-73.8% | $6,940-51.0% |