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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 | $55,374 | $101,591-45.5% | $147,096-62.4% | $74,429-25.6% |
| Participation rate | 55.1% | 75.5%-20.4pp | 82.2%-27.0pp | 67.2%-12.1pp |
| Annual return | 17.61% | 8746.45%-8728.8pp | 419.75%-402.1pp | 1368.38%-1350.8pp |
| Employer contribution / active EE | $2,167 | $3,813-43.1% | $4,936-56.1% | $2,625-17.4% |
| Participant deferral / active EE | $4,049 | $7,302-44.5% | $8,071-49.8% | $4,348-6.9% |
| Admin fee / account holder | $2,906 | $1,750+66.1% | $13,005-77.7% | $1,944+49.5% |