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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 | $56,800 | $72,426-21.6% | $67,560-15.9% | $145,897-61.1% |
| Participation rate | 40.9% | 76.9%-36.0pp | 72.9%-32.0pp | 80.3%-39.4pp |
| Annual return | 24.57% | 7226.78%-7202.2pp | 3533.50%-3508.9pp | 552.29%-527.7pp |
| Employer contribution / active EE | $818 | $3,074-73.4% | $2,737-70.1% | $4,663-82.5% |
| Participant deferral / active EE | $1,542 | $4,785-67.8% | $4,004-61.5% | $6,689-77.0% |
| Admin fee / account holder | $1,086 | $5,514-80.3% | $3,994-72.8% | $13,390-91.9% |