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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 | $51,841 | $114,093-54.6% | $96,171-46.1% | $167,536-69.1% |
| Participation rate | 47.6% | 75.1%-27.4pp | 68.4%-20.8pp | 82.1%-34.5pp |
| Annual return | 15.20% | 190.00%-174.8pp | 192.04%-176.8pp | 478.82%-463.6pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,522 | $5,197-70.7% | $4,350-65.0% | $6,342-76.0% |
| Admin fee / account holder | $2,993 | $6,899-56.6% | $5,538-46.0% | $12,315-75.7% |