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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 | $29,989 | $169,356-82.3% | $129,406-76.8% | $145,897-79.4% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 13.90% | 14418.62%-14404.7pp | 9468.18%-9454.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $923 | $5,542-83.3% | $4,155-77.8% | $4,663-80.2% |
| Participant deferral / active EE | $3,121 | $4,987-37.4% | $4,167-25.1% | $6,689-53.3% |
| Admin fee / account holder | $380 | $9,915-96.2% | $7,689-95.1% | $13,390-97.2% |