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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 | $101,653-16.3% | $147,080-42.2% | $74,459+14.3% |
| Participation rate | 43.9% | 75.6%-31.6pp | 82.2%-38.2pp | 67.2%-23.3pp |
| Annual return | 14.17% | 8754.98%-8740.8pp | 420.17%-406.0pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $2,123 | $3,813-44.3% | $4,933-57.0% | $2,626-19.1% |
| Participant deferral / active EE | $5,471 | $7,304-25.1% | $8,066-32.2% | $4,350+25.8% |
| Admin fee / account holder | $3,602 | $1,752+105.6% | $12,989-72.3% | $1,945+85.2% |