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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 | $48,221 | $169,356-71.5% | $129,406-62.7% | $145,897-66.9% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 13.48% | 14418.62%-14405.1pp | 9468.18%-9454.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $737 | $5,542-86.7% | $4,155-82.3% | $4,663-84.2% |
| Participant deferral / active EE | $2,437 | $4,987-51.1% | $4,167-41.5% | $6,689-63.6% |
| Admin fee / account holder | $5,043 | $9,915-49.1% | $7,689-34.4% | $13,390-62.3% |