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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 | $16,005 | $169,237-90.5% | $129,339-87.6% | $145,978-89.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 19.16% | 14364.43%-14345.3pp | 9437.05%-9417.9pp | 550.52%-531.4pp |
| Employer contribution / active EE | $1,101 | $5,540-80.1% | $4,154-73.5% | $4,662-76.4% |
| Participant deferral / active EE | $2,785 | $4,991-44.2% | $4,170-33.2% | $6,690-58.4% |
| Admin fee / account holder | $3,903 | $9,882-60.5% | $7,668-49.1% | $13,400-70.9% |