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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 | $15,790 | $169,336-90.7% | $129,384-87.8% | $145,884-89.2% |
| Participation rate | 29.4% | 76.5%-47.1pp | 69.6%-40.2pp | 80.3%-50.9pp |
| Annual return | 31.03% | 14408.70%-14377.7pp | 9461.77%-9430.7pp | 551.85%-520.8pp |
| Employer contribution / active EE | $372 | $5,540-93.3% | $4,153-91.1% | $4,662-92.0% |
| Participant deferral / active EE | $3,375 | $4,985-32.3% | $4,166-19.0% | $6,690-49.6% |
| Admin fee / account holder | $470 | $9,912-95.3% | $7,686-93.9% | $13,392-96.5% |