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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 | $101,591-53.3% | $147,096-67.8% | $74,429-36.3% |
| Participation rate | 66.1% | 75.5%-9.4pp | 82.2%-16.1pp | 67.2%-1.1pp |
| Annual return | 20.48% | 8746.45%-8726.0pp | 419.75%-399.3pp | 1368.38%-1347.9pp |
| Employer contribution / active EE | $2,963 | $3,813-22.3% | $4,936-40.0% | $2,625+12.9% |
| Participant deferral / active EE | $6,534 | $7,302-10.5% | $8,071-19.0% | $4,348+50.3% |
| Admin fee / account holder | $7,514 | $1,750+329.3% | $13,005-42.2% | $1,944+286.5% |