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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 | $44,482 | $155,833-71.5% | $124,693-64.3% | $167,518-73.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 13.54% | 17.98%-4.4pp | 5144.19%-5130.7pp | 478.71%-465.2pp |
| Employer contribution / active EE | $2,320 | $4,164-44.3% | $3,324-30.2% | $4,838-52.0% |
| Participant deferral / active EE | $5,752 | $5,675+1.4% | $4,615+24.6% | $6,342-9.3% |
| Admin fee / account holder | $342 | $9,534-96.4% | $7,494-95.4% | $12,312-97.2% |