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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 | $64,231 | $180,749-64.5% | $160,784-60.1% | $137,256-53.2% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 17.24% | 2234.46%-2217.2pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $674 | $4,155-83.8% | $3,733-81.9% | $4,156-83.8% |
| Participant deferral / active EE | $1,726 | $6,844-74.8% | $6,293-72.6% | $6,407-73.1% |
| Admin fee / account holder | $4,569 | $10,397-56.1% | $9,717-53.0% | $12,270-62.8% |