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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 | $48,989 | $169,356-71.1% | $129,406-62.1% | $145,897-66.4% |
| Participation rate | 69.6% | 76.5%-6.9pp | 69.6%-0.1pp | 80.3%-10.7pp |
| Annual return | 12.67% | 14418.62%-14405.9pp | 9468.18%-9455.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,521 | $5,542-72.6% | $4,155-63.4% | $4,663-67.4% |
| Participant deferral / active EE | $5,082 | $4,987+1.9% | $4,167+22.0% | $6,689-24.0% |
| Admin fee / account holder | $662 | $9,915-93.3% | $7,689-91.4% | $13,390-95.1% |