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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 | $17,295 | $180,749-90.4% | $160,784-89.2% | $137,256-87.4% |
| Participation rate | 38.9% | 80.0%-41.1pp | 77.0%-38.1pp | 80.0%-41.1pp |
| Annual return | 14.86% | 2234.46%-2219.6pp | 1803.92%-1789.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,241 | $4,155-70.1% | $3,733-66.8% | $4,156-70.2% |
| Participant deferral / active EE | $1,756 | $6,844-74.3% | $6,293-72.1% | $6,407-72.6% |
| Admin fee / account holder | $5,667 | $10,397-45.5% | $9,717-41.7% | $12,270-53.8% |