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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 | $123,237 | $169,356-27.2% | $129,406-4.8% | $145,897-15.5% |
| Participation rate | 61.5% | 76.5%-15.0pp | 69.6%-8.1pp | 80.3%-18.8pp |
| Annual return | 8.80% | 14418.62%-14409.8pp | 9468.18%-9459.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,284 | $5,542-76.8% | $4,155-69.1% | $4,663-72.5% |
| Participant deferral / active EE | $3,864 | $4,987-22.5% | $4,167-7.3% | $6,689-42.2% |
| Admin fee / account holder | $1,676 | $9,915-83.1% | $7,689-78.2% | $13,390-87.5% |