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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 | $53,216 | $52,353+1.6% | $120,225-55.7% | $82,448-35.5% |
| Participation rate | 48.5% | 58.3%-9.8pp | 69.6%-21.0pp | 68.1%-19.5pp |
| Annual return | 17.67% | 61.85%-44.2pp | 439.23%-421.6pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,245 | $2,627+23.5% | $3,999-18.9% | $4,139-21.6% |
| Admin fee / account holder | $10,557 | $4,363+142.0% | $5,696+85.3% | $7,234+45.9% |