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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 | $61,367 | $101,499-39.5% | $147,005-58.3% | $74,546-17.7% |
| Participation rate | 40.1% | 75.5%-35.4pp | 82.2%-42.0pp | 67.2%-27.1pp |
| Annual return | 15.47% | 8732.34%-8716.9pp | 418.76%-403.3pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $2,032 | $3,811-46.7% | $4,934-58.8% | $2,624-22.6% |
| Participant deferral / active EE | $4,499 | $7,304-38.4% | $8,070-44.2% | $4,347+3.5% |
| Admin fee / account holder | $1,867 | $1,748+6.8% | $13,006-85.6% | $1,944-4.0% |