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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 | $102,393-66.3% | $147,041-76.6% | $80,911-57.4% |
| Participation rate | 56.5% | 75.9%-19.3pp | 82.2%-25.6pp | 67.6%-11.1pp |
| Annual return | 60.12% | 134.95%-74.8pp | 419.21%-359.1pp | 35.63%+24.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,470 | $6,647+27.4% | $8,071+4.9% | $4,297+97.1% |
| Admin fee / account holder | $3,401 | $7,943-57.2% | $13,006-73.8% | $6,935-51.0% |