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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 | $16,129 | $81,749-80.3% | $58,544-72.4% | $139,456-88.4% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 24.77% | 7425.45%-7400.7pp | 4249.56%-4224.8pp | 373.45%-348.7pp |
| Employer contribution / active EE | $699 | $1,398-50.0% | $1,053-33.6% | $4,753-85.3% |
| Participant deferral / active EE | $1,516 | $2,555-40.7% | $1,923-21.2% | $6,711-77.4% |
| Admin fee / account holder | $319 | $3,272-90.2% | $2,520-87.3% | $11,407-97.2% |