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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 | $63,872 | $180,749-64.7% | $160,784-60.3% | $137,256-53.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 14.37% | 2234.46%-2220.1pp | 1803.92%-1789.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,757 | $4,155-57.7% | $3,733-52.9% | $4,156-57.7% |
| Participant deferral / active EE | $5,141 | $6,844-24.9% | $6,293-18.3% | $6,407-19.8% |
| Admin fee / account holder | $713 | $10,397-93.1% | $9,717-92.7% | $12,270-94.2% |