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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 | $50,545 | $169,361-70.2% | $129,397-60.9% | $145,877-65.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 13.00% | 14395.54%-14382.5pp | 9453.98%-9441.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,042 | $5,542-63.2% | $4,154-50.9% | $4,663-56.2% |
| Participant deferral / active EE | $4,386 | $4,987-12.1% | $4,167+5.3% | $6,691-34.4% |
| Admin fee / account holder | $2,682 | $9,903-72.9% | $7,679-65.1% | $13,402-80.0% |