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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 | $53,595 | $99,079-45.9% | $78,002-31.3% | $273,972-80.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 9.20% | 217.93%-208.7pp | 425.99%-416.8pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,774 | $4,306-35.6% | $3,497-20.7% | $5,287-47.5% |
| Admin fee / account holder | $1,952 | $8,954-78.2% | $5,481-64.4% | $10,133-80.7% |