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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 | $169,237-92.7% | $129,339-90.4% | $145,978-91.5% |
| Participation rate | 55.6% | 76.5%-20.9pp | 69.6%-14.1pp | 80.3%-24.7pp |
| Annual return | 18.22% | 14364.43%-14346.2pp | 9437.05%-9418.8pp | 550.52%-532.3pp |
| Employer contribution / active EE | $455 | $5,540-91.8% | $4,154-89.0% | $4,662-90.2% |
| Participant deferral / active EE | $2,253 | $4,991-54.9% | $4,170-46.0% | $6,690-66.3% |
| Admin fee / account holder | $519 | $9,882-94.7% | $7,668-93.2% | $13,400-96.1% |