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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 | $127,715 | $169,361-24.6% | $129,397-1.3% | $145,877-12.5% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 13.92% | 14395.54%-14381.6pp | 9453.98%-9440.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,510 | $5,542-72.7% | $4,154-63.6% | $4,663-67.6% |
| Participant deferral / active EE | $5,394 | $4,987+8.1% | $4,167+29.4% | $6,691-19.4% |
| Admin fee / account holder | $1,003 | $9,903-89.9% | $7,679-86.9% | $13,402-92.5% |