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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 | $65,887 | $169,356-61.1% | $129,406-49.1% | $145,897-54.8% |
| Participation rate | 45.0% | 76.5%-31.5pp | 69.6%-24.6pp | 80.3%-35.3pp |
| Annual return | 8.37% | 14418.62%-14410.2pp | 9468.18%-9459.8pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,145 | $5,542-79.3% | $4,155-72.5% | $4,663-75.5% |
| Participant deferral / active EE | $2,309 | $4,987-53.7% | $4,167-44.6% | $6,689-65.5% |
| Admin fee / account holder | $1,305 | $9,915-86.8% | $7,689-83.0% | $13,390-90.3% |