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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 | $14,378 | $169,336-91.5% | $129,384-88.9% | $145,884-90.1% |
| Participation rate | 9.1% | 76.5%-67.4pp | 69.6%-60.5pp | 80.3%-71.2pp |
| Annual return | 14.27% | 14408.70%-14394.4pp | 9461.77%-9447.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $674 | $4,985-86.5% | $4,166-83.8% | $6,690-89.9% |
| Admin fee / account holder | $4,024 | $9,912-59.4% | $7,686-47.6% | $13,392-70.0% |