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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 | $36,414 | $72,426-49.7% | $67,560-46.1% | $145,897-75.0% |
| Participation rate | 61.9% | 76.9%-15.0pp | 72.9%-11.0pp | 80.3%-18.4pp |
| Annual return | 13.99% | 7226.78%-7212.8pp | 3533.50%-3519.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,324 | $3,074-24.4% | $2,737-15.1% | $4,663-50.2% |
| Participant deferral / active EE | $6,898 | $4,785+44.2% | $4,004+72.3% | $6,689+3.1% |
| Admin fee / account holder | $1,541 | $5,514-72.0% | $3,994-61.4% | $13,390-88.5% |