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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 | $10,054 | $72,426-86.1% | $67,560-85.1% | $145,897-93.1% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 15.42% | 7226.78%-7211.4pp | 3533.50%-3518.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,306 | $3,074-57.5% | $2,737-52.3% | $4,663-72.0% |
| Participant deferral / active EE | $1,945 | $4,785-59.4% | $4,004-51.4% | $6,689-70.9% |
| Admin fee / account holder | $3,395 | $5,514-38.4% | $3,994-15.0% | $13,390-74.6% |