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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 | $101,591-39.6% | $147,096-58.3% | $74,429-17.5% |
| Participation rate | 40.1% | 75.5%-35.4pp | 82.2%-42.0pp | 67.2%-27.1pp |
| Annual return | 15.47% | 8746.45%-8731.0pp | 419.75%-404.3pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $2,032 | $3,813-46.7% | $4,936-58.8% | $2,625-22.6% |
| Participant deferral / active EE | $4,499 | $7,302-38.4% | $8,071-44.3% | $4,348+3.5% |
| Admin fee / account holder | $1,867 | $1,750+6.7% | $13,005-85.6% | $1,944-4.0% |