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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 | $32,827 | $180,749-81.8% | $160,784-79.6% | $137,256-76.1% |
| Participation rate | 41.7% | 80.0%-38.3pp | 77.0%-35.3pp | 80.0%-38.3pp |
| Annual return | 18.41% | 2234.46%-2216.1pp | 1803.92%-1785.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $768 | $4,155-81.5% | $3,733-79.4% | $4,156-81.5% |
| Participant deferral / active EE | $1,270 | $6,844-81.4% | $6,293-79.8% | $6,407-80.2% |
| Admin fee / account holder | $4,765 | $10,397-54.2% | $9,717-51.0% | $12,270-61.2% |