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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 | $21,153 | $169,356-87.5% | $129,406-83.7% | $145,897-85.5% |
| Participation rate | 29.4% | 76.5%-47.1pp | 69.6%-40.2pp | 80.3%-50.9pp |
| Annual return | 14.99% | 14418.62%-14403.6pp | 9468.18%-9453.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $765 | $5,542-86.2% | $4,155-81.6% | $4,663-83.6% |
| Participant deferral / active EE | $1,404 | $4,987-71.8% | $4,167-66.3% | $6,689-79.0% |
| Admin fee / account holder | $618 | $9,915-93.8% | $7,689-92.0% | $13,390-95.4% |