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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 | $101,499-53.3% | $147,005-67.7% | $74,546-36.4% |
| Participation rate | 66.1% | 75.5%-9.4pp | 82.2%-16.0pp | 67.2%-1.1pp |
| Annual return | 20.48% | 8732.34%-8711.9pp | 418.76%-398.3pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $2,963 | $3,811-22.3% | $4,934-40.0% | $2,624+12.9% |
| Participant deferral / active EE | $6,534 | $7,304-10.5% | $8,070-19.0% | $4,347+50.3% |
| Admin fee / account holder | $7,514 | $1,748+329.9% | $13,006-42.2% | $1,944+286.6% |