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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 | $41,041 | $101,591-59.6% | $147,096-72.1% | $74,429-44.9% |
| Participation rate | 56.1% | 75.5%-19.5pp | 82.2%-26.1pp | 67.2%-11.1pp |
| Annual return | 17.43% | 8746.45%-8729.0pp | 419.75%-402.3pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $1,774 | $3,813-53.5% | $4,936-64.1% | $2,625-32.4% |
| Participant deferral / active EE | $4,018 | $7,302-45.0% | $8,071-50.2% | $4,348-7.6% |
| Admin fee / account holder | $2,026 | $1,750+15.8% | $13,005-84.4% | $1,944+4.2% |