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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 | $21,416 | $180,749-88.2% | $160,784-86.7% | $137,256-84.4% |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.0%-31.5pp | 80.0%-34.5pp |
| Annual return | 16.39% | 2234.46%-2218.1pp | 1803.92%-1787.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,047 | $4,155-74.8% | $3,733-71.9% | $4,156-74.8% |
| Participant deferral / active EE | $2,597 | $6,844-62.1% | $6,293-58.7% | $6,407-59.5% |
| Admin fee / account holder | $575 | $10,397-94.5% | $9,717-94.1% | $12,270-95.3% |