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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 | $105,054 | $101,672+3.3% | $147,117-28.6% | $74,478+41.1% |
| Participation rate | 60.3% | 75.5%-15.2pp | 82.2%-21.9pp | 67.2%-6.9pp |
| Annual return | 15.67% | 8757.83%-8742.2pp | 420.54%-404.9pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $1,402 | $3,813-63.2% | $4,932-71.6% | $2,626-46.6% |
| Participant deferral / active EE | $5,123 | $7,305-29.9% | $8,065-36.5% | $4,350+17.8% |
| Admin fee / account holder | $9,048 | $1,753+416.1% | $12,993-30.4% | $1,946+365.0% |