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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 | $49,349 | $169,336-70.9% | $129,384-61.9% | $145,884-66.2% |
| Participation rate | 14.3% | 76.5%-62.2pp | 69.6%-55.3pp | 80.3%-66.0pp |
| Annual return | 12.26% | 14408.70%-14396.4pp | 9461.77%-9449.5pp | 551.85%-539.6pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $508 | $4,985-89.8% | $4,166-87.8% | $6,690-92.4% |
| Admin fee / account holder | $432 | $9,912-95.6% | $7,686-94.4% | $13,392-96.8% |