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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 | $23,719 | $72,426-67.3% | $67,560-64.9% | $145,897-83.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 10.17% | 7226.78%-7216.6pp | 3533.50%-3523.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $650 | $3,074-78.9% | $2,737-76.2% | $4,663-86.1% |
| Participant deferral / active EE | $5,342 | $4,785+11.6% | $4,004+33.4% | $6,689-20.1% |
| Admin fee / account holder | $342 | $5,514-93.8% | $3,994-91.4% | $13,390-97.4% |