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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 | $80,184 | $180,749-55.6% | $160,784-50.1% | $137,256-41.6% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 19.93% | 2234.46%-2214.5pp | 1803.92%-1784.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,037 | $4,155-75.0% | $3,733-72.2% | $4,156-75.0% |
| Participant deferral / active EE | $6,932 | $6,844+1.3% | $6,293+10.2% | $6,407+8.2% |
| Admin fee / account holder | $326 | $10,397-96.9% | $9,717-96.6% | $12,270-97.3% |