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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 | $56,724 | $102,393-44.6% | $147,041-61.4% | $80,911-29.9% |
| Participation rate | 13.8% | 75.9%-62.0pp | 82.2%-68.3pp | 67.6%-53.8pp |
| Annual return | 15.47% | 134.95%-119.5pp | 419.21%-403.7pp | 35.63%-20.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,731 | $6,647-58.9% | $8,071-66.2% | $4,297-36.4% |
| Admin fee / account holder | $6,885 | $7,943-13.3% | $13,006-47.1% | $6,935-0.7% |