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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 | $43,992 | $101,672-56.7% | $147,117-70.1% | $74,478-40.9% |
| Participation rate | 52.8% | 75.5%-22.8pp | 82.2%-29.4pp | 67.2%-14.4pp |
| Annual return | 22.10% | 8757.83%-8735.7pp | 420.54%-398.4pp | 1370.56%-1348.5pp |
| Employer contribution / active EE | $2,141 | $3,813-43.9% | $4,932-56.6% | $2,626-18.5% |
| Participant deferral / active EE | $4,659 | $7,305-36.2% | $8,065-42.2% | $4,350+7.1% |
| Admin fee / account holder | $6,529 | $1,753+272.4% | $12,993-49.7% | $1,946+235.6% |