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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 | $38,296 | $101,499-62.3% | $147,005-73.9% | $74,546-48.6% |
| Participation rate | 56.8% | 75.5%-18.7pp | 82.2%-25.4pp | 67.2%-10.4pp |
| Annual return | 19.89% | 8732.34%-8712.5pp | 418.76%-398.9pp | 1366.03%-1346.1pp |
| Employer contribution / active EE | $1,755 | $3,811-54.0% | $4,934-64.4% | $2,624-33.1% |
| Participant deferral / active EE | $4,393 | $7,304-39.9% | $8,070-45.6% | $4,347+1.0% |
| Admin fee / account holder | $3,246 | $1,748+85.7% | $13,006-75.0% | $1,944+67.0% |