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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 | $39,429 | $56,431-30.1% | $130,788-69.9% | $87,485-54.9% |
| Participation rate | 48.8% | 58.9%-10.2pp | 70.1%-21.4pp | 68.9%-20.2pp |
| Annual return | 66.03% | 91.27%-25.2pp | 386.44%-320.4pp | 26.06%+40.0pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,927 | $2,749+115.6% | $4,137+43.3% | $4,274+38.7% |
| Admin fee / account holder | $6,366 | $4,433+43.6% | $6,673-4.6% | $7,775-18.1% |