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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 | $85,076 | $101,499-16.2% | $147,005-42.1% | $74,546+14.1% |
| Participation rate | 43.9% | 75.5%-31.6pp | 82.2%-38.2pp | 67.2%-23.3pp |
| Annual return | 14.17% | 8732.34%-8718.2pp | 418.76%-404.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $2,123 | $3,811-44.3% | $4,934-57.0% | $2,624-19.1% |
| Participant deferral / active EE | $5,471 | $7,304-25.1% | $8,070-32.2% | $4,347+25.9% |
| Admin fee / account holder | $3,602 | $1,748+106.1% | $13,006-72.3% | $1,944+85.3% |