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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 | $28,089 | $180,749-84.5% | $160,784-82.5% | $137,256-79.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 22.01% | 2234.46%-2212.5pp | 1803.92%-1781.9pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,201 | $4,155-71.1% | $3,733-67.8% | $4,156-71.1% |
| Participant deferral / active EE | $6,575 | $6,844-3.9% | $6,293+4.5% | $6,407+2.6% |
| Admin fee / account holder | $306 | $10,397-97.1% | $9,717-96.9% | $12,270-97.5% |