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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 | $56,006 | $101,672-44.9% | $147,117-61.9% | $74,478-24.8% |
| Participation rate | 49.0% | 75.5%-26.5pp | 82.2%-33.2pp | 67.2%-18.2pp |
| Annual return | 18.53% | 8757.83%-8739.3pp | 420.54%-402.0pp | 1370.56%-1352.0pp |
| Employer contribution / active EE | $1,730 | $3,813-54.6% | $4,932-64.9% | $2,626-34.1% |
| Participant deferral / active EE | $3,609 | $7,305-50.6% | $8,065-55.3% | $4,350-17.1% |
| Admin fee / account holder | $4,703 | $1,753+168.3% | $12,993-63.8% | $1,946+141.7% |