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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 | $60,444 | $180,749-66.6% | $160,784-62.4% | $137,256-56.0% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 11.05% | 2234.46%-2223.4pp | 1803.92%-1792.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,267 | $4,155-69.5% | $3,733-66.1% | $4,156-69.5% |
| Participant deferral / active EE | $1,181 | $6,844-82.7% | $6,293-81.2% | $6,407-81.6% |
| Admin fee / account holder | $7,448 | $10,397-28.4% | $9,717-23.3% | $12,270-39.3% |