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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 | $66,136 | $101,539-34.9% | $147,041-55.0% | $74,400-11.1% |
| Participation rate | 62.5% | 75.5%-13.0pp | 82.2%-19.7pp | 67.2%-4.7pp |
| Annual return | 15.18% | 8740.84%-8725.7pp | 419.21%-404.0pp | 1367.51%-1352.3pp |
| Employer contribution / active EE | $1,464 | $3,811-61.6% | $4,935-70.3% | $2,624-44.2% |
| Participant deferral / active EE | $6,146 | $7,304-15.9% | $8,071-23.9% | $4,348+41.3% |
| Admin fee / account holder | $4,055 | $1,749+131.8% | $13,006-68.8% | $1,944+108.6% |