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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 | $169,237-87.2% | $129,339-83.2% | $145,978-85.1% |
| Participation rate | 57.9% | 76.5%-18.6pp | 69.6%-11.7pp | 80.3%-22.4pp |
| Annual return | 18.36% | 14364.43%-14346.1pp | 9437.05%-9418.7pp | 550.52%-532.2pp |
| Employer contribution / active EE | $2,116 | $5,540-61.8% | $4,154-49.1% | $4,662-54.6% |
| Participant deferral / active EE | $3,963 | $4,991-20.6% | $4,170-5.0% | $6,690-40.8% |
| Admin fee / account holder | $3,835 | $9,882-61.2% | $7,668-50.0% | $13,400-71.4% |