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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 | $62,603 | $180,749-65.4% | $160,784-61.1% | $137,256-54.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 15.52% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,415 | $4,155-41.9% | $3,733-35.3% | $4,156-41.9% |
| Participant deferral / active EE | $4,739 | $6,844-30.8% | $6,293-24.7% | $6,407-26.0% |
| Admin fee / account holder | $1,944 | $10,397-81.3% | $9,717-80.0% | $12,270-84.2% |