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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 | $66,422 | $106,003-37.3% | $92,236-28.0% | $147,585-55.0% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 11.09% | 50.05%-39.0pp | 176.29%-165.2pp | 578.57%-567.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,230 | $4,478-50.2% | $3,897-42.8% | $5,439-59.0% |
| Admin fee / account holder | $612 | $6,333-90.3% | $5,194-88.2% | $10,885-94.4% |