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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 | $42,672 | $101,591-58.0% | $147,096-71.0% | $74,429-42.7% |
| Participation rate | 69.6% | 75.5%-5.9pp | 82.2%-12.6pp | 67.2%+2.4pp |
| Annual return | 14.56% | 8746.45%-8731.9pp | 419.75%-405.2pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $2,007 | $3,813-47.3% | $4,936-59.3% | $2,625-23.5% |
| Participant deferral / active EE | $5,119 | $7,302-29.9% | $8,071-36.6% | $4,348+17.7% |
| Admin fee / account holder | $2,026 | $1,750+15.8% | $13,005-84.4% | $1,944+4.2% |