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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 | $67,844 | $169,336-59.9% | $129,384-47.6% | $145,884-53.5% |
| Participation rate | 56.5% | 76.5%-20.0pp | 69.6%-13.1pp | 80.3%-23.8pp |
| Annual return | 11.17% | 14408.70%-14397.5pp | 9461.77%-9450.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $809 | $5,540-85.4% | $4,153-80.5% | $4,662-82.6% |
| Participant deferral / active EE | $2,856 | $4,985-42.7% | $4,166-31.4% | $6,690-57.3% |
| Admin fee / account holder | $817 | $9,912-91.8% | $7,686-89.4% | $13,392-93.9% |