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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 | $29,986 | $169,356-82.3% | $129,406-76.8% | $145,897-79.4% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.6%-15.1pp | 80.3%-25.8pp |
| Annual return | 10.08% | 14418.62%-14408.5pp | 9468.18%-9458.1pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,190 | $5,542-78.5% | $4,155-71.4% | $4,663-74.5% |
| Participant deferral / active EE | $4,961 | $4,987-0.5% | $4,167+19.0% | $6,689-25.8% |
| Admin fee / account holder | $1,859 | $9,915-81.3% | $7,689-75.8% | $13,390-86.1% |