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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 | $26,359 | $169,361-84.4% | $129,397-79.6% | $145,877-81.9% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.6%-25.2pp | 80.3%-35.9pp |
| Annual return | 11.73% | 14395.54%-14383.8pp | 9453.98%-9442.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,674 | $5,542-69.8% | $4,154-59.7% | $4,663-64.1% |
| Participant deferral / active EE | $2,559 | $4,987-48.7% | $4,167-38.6% | $6,691-61.8% |
| Admin fee / account holder | $3,522 | $9,903-64.4% | $7,679-54.1% | $13,402-73.7% |