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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 | $73,680 | $169,356-56.5% | $129,406-43.1% | $145,897-49.5% |
| Participation rate | 52.6% | 76.5%-23.9pp | 69.6%-17.0pp | 80.3%-27.7pp |
| Annual return | 16.40% | 14418.62%-14402.2pp | 9468.18%-9451.8pp | 552.29%-535.9pp |
| Employer contribution / active EE | $829 | $5,542-85.0% | $4,155-80.1% | $4,663-82.2% |
| Participant deferral / active EE | $6,166 | $4,987+23.6% | $4,167+48.0% | $6,689-7.8% |
| Admin fee / account holder | $546 | $9,915-94.5% | $7,689-92.9% | $13,390-95.9% |