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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 | $18,476 | $169,356-89.1% | $129,406-85.7% | $145,897-87.3% |
| Participation rate | 21.4% | 76.5%-55.1pp | 69.6%-48.2pp | 80.3%-58.9pp |
| Annual return | 16.80% | 14418.62%-14401.8pp | 9468.18%-9451.4pp | 552.29%-535.5pp |
| Employer contribution / active EE | $904 | $5,542-83.7% | $4,155-78.2% | $4,663-80.6% |
| Participant deferral / active EE | $925 | $4,987-81.4% | $4,167-77.8% | $6,689-86.2% |
| Admin fee / account holder | $2,231 | $9,915-77.5% | $7,689-71.0% | $13,390-83.3% |