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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 | $17,102 | $169,356-89.9% | $129,406-86.8% | $145,897-88.3% |
| Participation rate | 65.0% | 76.5%-11.5pp | 69.6%-4.6pp | 80.3%-15.3pp |
| Annual return | 15.83% | 14418.62%-14402.8pp | 9468.18%-9452.3pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,220 | $5,542-78.0% | $4,155-70.6% | $4,663-73.8% |
| Participant deferral / active EE | $3,268 | $4,987-34.5% | $4,167-21.6% | $6,689-51.1% |
| Admin fee / account holder | $303 | $9,915-96.9% | $7,689-96.1% | $13,390-97.7% |