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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 | $94,439 | $180,749-47.8% | $160,784-41.3% | $137,256-31.2% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 20.44% | 2234.46%-2214.0pp | 1803.92%-1783.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $713 | $4,155-82.8% | $3,733-80.9% | $4,156-82.8% |
| Participant deferral / active EE | $5,659 | $6,844-17.3% | $6,293-10.1% | $6,407-11.7% |
| Admin fee / account holder | $509 | $10,397-95.1% | $9,717-94.8% | $12,270-95.8% |