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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 | $74,252 | $101,672-27.0% | $147,117-49.5% | $74,478-0.3% |
| Participation rate | 39.0% | 75.5%-36.6pp | 82.2%-43.2pp | 67.2%-28.3pp |
| Annual return | 13.75% | 8757.83%-8744.1pp | 420.54%-406.8pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $1,376 | $3,813-63.9% | $4,932-72.1% | $2,626-47.6% |
| Participant deferral / active EE | $3,218 | $7,305-55.9% | $8,065-60.1% | $4,350-26.0% |
| Admin fee / account holder | $3,176 | $1,753+81.2% | $12,993-75.6% | $1,946+63.2% |