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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 | $82,443 | $101,653-18.9% | $147,080-43.9% | $74,459+10.7% |
| Participation rate | 30.5% | 75.6%-45.1pp | 82.2%-51.7pp | 67.2%-36.7pp |
| Annual return | 15.09% | 8754.98%-8739.9pp | 420.17%-405.1pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $1,495 | $3,813-60.8% | $4,933-69.7% | $2,626-43.1% |
| Participant deferral / active EE | $3,392 | $7,304-53.6% | $8,066-57.9% | $4,350-22.0% |
| Admin fee / account holder | $10,413 | $1,752+494.5% | $12,989-19.8% | $1,945+435.4% |