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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 | $45,459 | $180,749-74.8% | $160,784-71.7% | $137,256-66.9% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 14.10% | 2234.46%-2220.4pp | 1803.92%-1789.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $557 | $4,155-86.6% | $3,733-85.1% | $4,156-86.6% |
| Participant deferral / active EE | $2,047 | $6,844-70.1% | $6,293-67.5% | $6,407-68.0% |
| Admin fee / account holder | $2,739 | $10,397-73.7% | $9,717-71.8% | $12,270-77.7% |