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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 | $36,163 | $72,426-50.1% | $67,560-46.5% | $145,897-75.2% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 12.59% | 7226.78%-7214.2pp | 3533.50%-3520.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $840 | $3,074-72.7% | $2,737-69.3% | $4,663-82.0% |
| Participant deferral / active EE | $2,627 | $4,785-45.1% | $4,004-34.4% | $6,689-60.7% |
| Admin fee / account holder | $1,293 | $5,514-76.6% | $3,994-67.6% | $13,390-90.3% |