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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 | $12,385 | $169,356-92.7% | $129,406-90.4% | $145,897-91.5% |
| Participation rate | 55.6% | 76.5%-21.0pp | 69.6%-14.1pp | 80.3%-24.8pp |
| Annual return | 18.22% | 14418.62%-14400.4pp | 9468.18%-9450.0pp | 552.29%-534.1pp |
| Employer contribution / active EE | $455 | $5,542-91.8% | $4,155-89.0% | $4,663-90.2% |
| Participant deferral / active EE | $2,253 | $4,987-54.8% | $4,167-45.9% | $6,689-66.3% |
| Admin fee / account holder | $519 | $9,915-94.8% | $7,689-93.2% | $13,390-96.1% |