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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 | $101,653-45.5% | $147,080-62.4% | $74,459-25.6% |
| Participation rate | 55.1% | 75.6%-20.4pp | 82.2%-27.0pp | 67.2%-12.1pp |
| Annual return | 17.61% | 8754.98%-8737.4pp | 420.17%-402.6pp | 1369.70%-1352.1pp |
| Employer contribution / active EE | $2,167 | $3,813-43.2% | $4,933-56.1% | $2,626-17.5% |
| Participant deferral / active EE | $4,049 | $7,304-44.6% | $8,066-49.8% | $4,350-6.9% |
| Admin fee / account holder | $2,906 | $1,752+65.9% | $12,989-77.6% | $1,945+49.5% |