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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 | $40,713 | $100,938-59.7% | $90,461-55.0% | $158,982-74.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 15.70% | 1727.20%-1711.5pp | 1294.76%-1279.1pp | 302.99%-287.3pp |
| Employer contribution / active EE | $2,245 | $3,691-39.2% | $3,264-31.2% | $4,763-52.9% |
| Participant deferral / active EE | $2,245 | $4,350-48.4% | $3,964-43.4% | $5,983-62.5% |
| Admin fee / account holder | $333 | $6,510-94.9% | $5,617-94.1% | $11,252-97.0% |