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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 | $78,889 | $101,591-22.3% | $147,096-46.4% | $74,429+6.0% |
| Participation rate | 64.7% | 75.5%-10.8pp | 82.2%-17.5pp | 67.2%-2.5pp |
| Annual return | 18.86% | 8746.45%-8727.6pp | 419.75%-400.9pp | 1368.38%-1349.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $7,446 | $7,302+2.0% | $8,071-7.7% | $4,348+71.2% |
| Admin fee / account holder | $4,129 | $1,750+135.9% | $13,005-68.3% | $1,944+112.3% |