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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 | $79,365 | $180,749-56.1% | $160,784-50.6% | $137,256-42.2% |
| Participation rate | 27.3% | 80.0%-52.7pp | 77.0%-49.7pp | 80.0%-52.7pp |
| Annual return | 16.61% | 2234.46%-2217.9pp | 1803.92%-1787.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,113 | $4,155-73.2% | $3,733-70.2% | $4,156-73.2% |
| Participant deferral / active EE | $2,273 | $6,844-66.8% | $6,293-63.9% | $6,407-64.5% |
| Admin fee / account holder | $4,532 | $10,397-56.4% | $9,717-53.4% | $12,270-63.1% |