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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 | $61,412 | $180,749-66.0% | $160,784-61.8% | $137,256-55.3% |
| Participation rate | 52.9% | 80.0%-27.0pp | 77.0%-24.0pp | 80.0%-27.0pp |
| Annual return | 12.11% | 2234.46%-2222.4pp | 1803.92%-1791.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,843 | $4,155-55.6% | $3,733-50.6% | $4,156-55.6% |
| Participant deferral / active EE | $2,800 | $6,844-59.1% | $6,293-55.5% | $6,407-56.3% |
| Admin fee / account holder | $721 | $10,397-93.1% | $9,717-92.6% | $12,270-94.1% |