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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 | $10,695 | $169,356-93.7% | $129,406-91.7% | $145,897-92.7% |
| Participation rate | 55.6% | 76.5%-21.0pp | 69.6%-14.1pp | 80.3%-24.8pp |
| Annual return | 30.82% | 14418.62%-14387.8pp | 9468.18%-9437.4pp | 552.29%-521.5pp |
| Employer contribution / active EE | $1,063 | $5,542-80.8% | $4,155-74.4% | $4,663-77.2% |
| Participant deferral / active EE | $4,303 | $4,987-13.7% | $4,167+3.3% | $6,689-35.7% |
| Admin fee / account holder | $404 | $9,915-95.9% | $7,689-94.7% | $13,390-97.0% |