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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 | $50,549 | $101,672-50.3% | $147,117-65.6% | $74,478-32.1% |
| Participation rate | 56.2% | 75.5%-19.4pp | 82.2%-26.0pp | 67.2%-11.0pp |
| Annual return | 16.59% | 8757.83%-8741.2pp | 420.54%-403.9pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $3,870 | $3,813+1.5% | $4,932-21.5% | $2,626+47.4% |
| Participant deferral / active EE | $8,596 | $7,305+17.7% | $8,065+6.6% | $4,350+97.6% |
| Admin fee / account holder | $7,404 | $1,753+322.3% | $12,993-43.0% | $1,946+280.5% |