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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 | $45,933 | $69,771-34.2% | $67,524-32.0% | $74,400-38.3% |
| Participation rate | 41.3% | 71.4%-30.1pp | 72.9%-31.6pp | 67.2%-25.9pp |
| Annual return | 17.68% | -40.49%+58.2pp | 3519.41%-3501.7pp | 1367.51%-1349.8pp |
| Employer contribution / active EE | $2,263 | $2,710-16.5% | $2,734-17.2% | $2,624-13.8% |
| Participant deferral / active EE | $2,754 | $3,638-24.3% | $4,001-31.2% | $4,348-36.7% |
| Admin fee / account holder | $5,680 | $889+538.8% | $4,001+42.0% | $1,944+192.3% |