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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 | $21,746 | $169,361-87.2% | $129,397-83.2% | $145,877-85.1% |
| Participation rate | 57.9% | 76.5%-18.6pp | 69.6%-11.7pp | 80.3%-22.4pp |
| Annual return | 18.36% | 14395.54%-14377.2pp | 9453.98%-9435.6pp | 551.28%-532.9pp |
| Employer contribution / active EE | $2,116 | $5,542-61.8% | $4,154-49.1% | $4,663-54.6% |
| Participant deferral / active EE | $3,963 | $4,987-20.5% | $4,167-4.9% | $6,691-40.8% |
| Admin fee / account holder | $3,835 | $9,903-61.3% | $7,679-50.1% | $13,402-71.4% |