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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 | $101,499-34.2% | $147,005-54.6% | $74,546-10.5% |
| Participation rate | 54.8% | 75.5%-20.7pp | 82.2%-27.3pp | 67.2%-12.4pp |
| Annual return | 26.15% | 8732.34%-8706.2pp | 418.76%-392.6pp | 1366.03%-1339.9pp |
| Employer contribution / active EE | $2,464 | $3,811-35.3% | $4,934-50.1% | $2,624-6.1% |
| Participant deferral / active EE | $4,884 | $7,304-33.1% | $8,070-39.5% | $4,347+12.4% |
| Admin fee / account holder | $30,588 | $1,748+1650.0% | $13,006+135.2% | $1,944+1473.8% |