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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 | $114,396 | $169,361-32.5% | $129,397-11.6% | $145,877-21.6% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 18.68% | 14395.54%-14376.9pp | 9453.98%-9435.3pp | 551.28%-532.6pp |
| Employer contribution / active EE | $1,994 | $5,542-64.0% | $4,154-52.0% | $4,663-57.2% |
| Participant deferral / active EE | $2,556 | $4,987-48.7% | $4,167-38.7% | $6,691-61.8% |
| Admin fee / account holder | $3,686 | $9,903-62.8% | $7,679-52.0% | $13,402-72.5% |