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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 | $31,261 | $180,749-82.7% | $160,784-80.6% | $137,256-77.2% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 16.62% | 2234.46%-2217.8pp | 1803.92%-1787.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,138 | $4,155-72.6% | $3,733-69.5% | $4,156-72.6% |
| Participant deferral / active EE | $1,500 | $6,844-78.1% | $6,293-76.2% | $6,407-76.6% |
| Admin fee / account holder | $968 | $10,397-90.7% | $9,717-90.0% | $12,270-92.1% |