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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 | $32,908 | $101,591-67.6% | $147,096-77.6% | $74,429-55.8% |
| Participation rate | 67.4% | 75.5%-8.1pp | 82.2%-14.8pp | 67.2%+0.2pp |
| Annual return | 18.99% | 8746.45%-8727.5pp | 419.75%-400.8pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $2,247 | $3,813-41.1% | $4,936-54.5% | $2,625-14.4% |
| Participant deferral / active EE | $4,299 | $7,302-41.1% | $8,071-46.7% | $4,348-1.1% |
| Admin fee / account holder | $5,460 | $1,750+212.0% | $13,005-58.0% | $1,944+180.8% |