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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 | $111,226 | $169,356-34.3% | $129,406-14.0% | $145,897-23.8% |
| Participation rate | 22.2% | 76.5%-54.3pp | 69.6%-47.4pp | 80.3%-58.1pp |
| Annual return | 8.56% | 14418.62%-14410.1pp | 9468.18%-9459.6pp | 552.29%-543.7pp |
| Employer contribution / active EE | $903 | $5,542-83.7% | $4,155-78.3% | $4,663-80.6% |
| Participant deferral / active EE | $1,487 | $4,987-70.2% | $4,167-64.3% | $6,689-77.8% |
| Admin fee / account holder | $970 | $9,915-90.2% | $7,689-87.4% | $13,390-92.8% |