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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 | $76,526 | $180,749-57.7% | $160,784-52.4% | $137,256-44.2% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 15.05% | 2234.46%-2219.4pp | 1803.92%-1788.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $963 | $4,155-76.8% | $3,733-74.2% | $4,156-76.8% |
| Participant deferral / active EE | $3,873 | $6,844-43.4% | $6,293-38.5% | $6,407-39.5% |
| Admin fee / account holder | $2,479 | $10,397-76.2% | $9,717-74.5% | $12,270-79.8% |