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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 | $63,872 | $106,003-39.7% | $92,236-30.8% | $147,585-56.7% |
| Participation rate | 47.8% | 80.4%-32.6pp | 76.5%-28.7pp | 82.8%-35.0pp |
| Annual return | 15.34% | 50.05%-34.7pp | 176.29%-160.9pp | 578.57%-563.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,961 | $4,478-33.9% | $3,897-24.0% | $5,439-45.6% |
| Admin fee / account holder | $7,911 | $6,333+24.9% | $5,194+52.3% | $10,885-27.3% |