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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 | $101,591-62.3% | $147,096-74.0% | $74,429-48.5% |
| Participation rate | 56.8% | 75.5%-18.8pp | 82.2%-25.4pp | 67.2%-10.4pp |
| Annual return | 19.89% | 8746.45%-8726.6pp | 419.75%-399.9pp | 1368.38%-1348.5pp |
| Employer contribution / active EE | $1,755 | $3,813-54.0% | $4,936-64.5% | $2,625-33.2% |
| Participant deferral / active EE | $4,393 | $7,302-39.8% | $8,071-45.6% | $4,348+1.0% |
| Admin fee / account holder | $3,246 | $1,750+85.5% | $13,005-75.0% | $1,944+67.0% |