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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 | $46,701 | $180,749-74.2% | $160,784-71.0% | $137,256-66.0% |
| Participation rate | 69.2% | 80.0%-10.7pp | 77.0%-7.7pp | 80.0%-10.7pp |
| Annual return | 12.37% | 2234.46%-2222.1pp | 1803.92%-1791.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $986 | $4,155-76.3% | $3,733-73.6% | $4,156-76.3% |
| Participant deferral / active EE | $2,371 | $6,844-65.4% | $6,293-62.3% | $6,407-63.0% |
| Admin fee / account holder | $1,070 | $10,397-89.7% | $9,717-89.0% | $12,270-91.3% |