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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 | $44,721 | $100,060-55.3% | $149,721-70.1% | $70,126-36.2% |
| Participation rate | 59.2% | 83.6%-24.4pp | 87.1%-27.9pp | 69.5%-10.4pp |
| Annual return | 53.32% | 27.46%+25.9pp | 1501.67%-1448.4pp | 73.15%-19.8pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,227 | $4,982+25.0% | $6,568-5.2% | $3,332+86.9% |
| Admin fee / account holder | $1,740 | $8,285-79.0% | $11,282-84.6% | $4,645-62.5% |