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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 | $126,402 | $180,749-30.1% | $160,784-21.4% | $137,256-7.9% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 15.55% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,734 | $4,155-58.3% | $3,733-53.6% | $4,156-58.3% |
| Participant deferral / active EE | $5,484 | $6,844-19.9% | $6,293-12.9% | $6,407-14.4% |
| Admin fee / account holder | $1,247 | $10,397-88.0% | $9,717-87.2% | $12,270-89.8% |