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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 | $66,745 | $101,672-34.4% | $147,117-54.6% | $74,478-10.4% |
| Participation rate | 54.8% | 75.5%-20.7pp | 82.2%-27.3pp | 67.2%-12.4pp |
| Annual return | 26.15% | 8757.83%-8731.7pp | 420.54%-394.4pp | 1370.56%-1344.4pp |
| Employer contribution / active EE | $2,464 | $3,813-35.4% | $4,932-50.0% | $2,626-6.2% |
| Participant deferral / active EE | $4,884 | $7,305-33.1% | $8,065-39.4% | $4,350+12.3% |
| Admin fee / account holder | $30,588 | $1,753+1644.7% | $12,993+135.4% | $1,946+1472.0% |