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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 | $106,065 | $169,356-37.4% | $129,406-18.0% | $145,897-27.3% |
| Participation rate | 41.2% | 76.5%-35.3pp | 69.6%-28.5pp | 80.3%-39.1pp |
| Annual return | 11.97% | 14418.62%-14406.6pp | 9468.18%-9456.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,016 | $5,542-81.7% | $4,155-75.6% | $4,663-78.2% |
| Participant deferral / active EE | $2,543 | $4,987-49.0% | $4,167-39.0% | $6,689-62.0% |
| Admin fee / account holder | $648 | $9,915-93.5% | $7,689-91.6% | $13,390-95.2% |