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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 | $16,436 | $169,336-90.3% | $129,384-87.3% | $145,884-88.7% |
| Participation rate | 36.4% | 76.5%-40.1pp | 69.6%-33.3pp | 80.3%-43.9pp |
| Annual return | 13.61% | 14408.70%-14395.1pp | 9461.77%-9448.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $600 | $5,540-89.2% | $4,153-85.6% | $4,662-87.1% |
| Participant deferral / active EE | $1,386 | $4,985-72.2% | $4,166-66.7% | $6,690-79.3% |
| Admin fee / account holder | $2,235 | $9,912-77.4% | $7,686-70.9% | $13,392-83.3% |