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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 | $56,162 | $180,749-68.9% | $160,784-65.1% | $137,256-59.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 13.46% | 2234.46%-2221.0pp | 1803.92%-1790.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,677 | $4,155-59.6% | $3,733-55.1% | $4,156-59.6% |
| Participant deferral / active EE | $3,280 | $6,844-52.1% | $6,293-47.9% | $6,407-48.8% |
| Admin fee / account holder | $997 | $10,397-90.4% | $9,717-89.7% | $12,270-91.9% |