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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 | $50,276 | $169,336-70.3% | $129,384-61.1% | $145,884-65.5% |
| Participation rate | 11.1% | 76.5%-65.4pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 13.54% | 14408.70%-14395.2pp | 9461.77%-9448.2pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,039 | $4,985-79.2% | $4,166-75.1% | $6,690-84.5% |
| Admin fee / account holder | $7,747 | $9,912-21.8% | $7,686+0.8% | $13,392-42.2% |