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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 | $28,523 | $102,385-72.1% | $147,080-80.6% | $80,935-64.8% |
| Participation rate | 45.9% | 75.9%-29.9pp | 82.2%-36.2pp | 67.7%-21.7pp |
| Annual return | 59.07% | 135.09%-76.0pp | 420.17%-361.1pp | 35.66%+23.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,946 | $6,651-10.6% | $8,066-26.3% | $4,299+38.3% |
| Admin fee / account holder | $11,958 | $7,951+50.4% | $12,989-7.9% | $6,924+72.7% |