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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 | $63,285 | $180,749-65.0% | $160,784-60.6% | $137,256-53.9% |
| Participation rate | 68.8% | 80.0%-11.2pp | 77.0%-8.2pp | 80.0%-11.2pp |
| Annual return | 14.84% | 2234.46%-2219.6pp | 1803.92%-1789.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,857 | $4,155-55.3% | $3,733-50.3% | $4,156-55.3% |
| Participant deferral / active EE | $6,723 | $6,844-1.8% | $6,293+6.8% | $6,407+4.9% |
| Admin fee / account holder | $376 | $10,397-96.4% | $9,717-96.1% | $12,270-96.9% |