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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 | $47,437 | $101,672-53.3% | $147,117-67.8% | $74,478-36.3% |
| Participation rate | 66.1% | 75.5%-9.4pp | 82.2%-16.1pp | 67.2%-1.1pp |
| Annual return | 20.48% | 8757.83%-8737.3pp | 420.54%-400.1pp | 1370.56%-1350.1pp |
| Employer contribution / active EE | $2,963 | $3,813-22.3% | $4,932-39.9% | $2,626+12.8% |
| Participant deferral / active EE | $6,534 | $7,305-10.5% | $8,065-19.0% | $4,350+50.2% |
| Admin fee / account holder | $7,514 | $1,753+328.6% | $12,993-42.2% | $1,946+286.2% |