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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 | $27,790 | $180,749-84.6% | $160,784-82.7% | $137,256-79.8% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 21.69% | 2234.46%-2212.8pp | 1803.92%-1782.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,339 | $4,155-67.8% | $3,733-64.1% | $4,156-67.8% |
| Participant deferral / active EE | $2,037 | $6,844-70.2% | $6,293-67.6% | $6,407-68.2% |
| Admin fee / account holder | $1,007 | $10,397-90.3% | $9,717-89.6% | $12,270-91.8% |