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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 | $25,068 | $169,336-85.2% | $129,384-80.6% | $145,884-82.8% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 10.46% | 14408.70%-14398.2pp | 9461.77%-9451.3pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,407 | $5,540-74.6% | $4,153-66.1% | $4,662-69.8% |
| Participant deferral / active EE | $2,511 | $4,985-49.6% | $4,166-39.7% | $6,690-62.5% |
| Admin fee / account holder | $372 | $9,912-96.2% | $7,686-95.2% | $13,392-97.2% |