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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 | $39,177 | $101,653-61.5% | $147,080-73.4% | $74,459-47.4% |
| Participation rate | 45.9% | 75.6%-29.6pp | 82.2%-36.2pp | 67.2%-21.3pp |
| Annual return | 14.29% | 8754.98%-8740.7pp | 420.17%-405.9pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,144 | $3,813-70.0% | $4,933-76.8% | $2,626-56.4% |
| Participant deferral / active EE | $3,785 | $7,304-48.2% | $8,066-53.1% | $4,350-13.0% |
| Admin fee / account holder | $5,336 | $1,752+204.7% | $12,989-58.9% | $1,945+174.4% |