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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 | $16,619 | $180,749-90.8% | $160,784-89.7% | $137,256-87.9% |
| Participation rate | 58.8% | 80.0%-21.2pp | 77.0%-18.1pp | 80.0%-21.1pp |
| Annual return | 27.95% | 2234.46%-2206.5pp | 1803.92%-1776.0pp | 220.34%-192.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,988 | $6,844-27.1% | $6,293-20.7% | $6,407-22.1% |
| Admin fee / account holder | $994 | $10,397-90.4% | $9,717-89.8% | $12,270-91.9% |