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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 | $14,579 | $58,311-75.0% | $81,882-82.2% | $80,959-82.0% |
| Participation rate | 28.0% | 63.5%-35.5pp | 72.4%-44.4pp | 67.7%-39.7pp |
| Annual return | 99.66% | 41.85%+57.8pp | 779.47%-679.8pp | 35.67%+64.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,112 | $3,287-66.2% | $4,323-74.3% | $4,300-74.1% |
| Admin fee / account holder | $380 | $4,752-92.0% | $7,360-94.8% | $6,925-94.5% |