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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 | $73,954 | $180,749-59.1% | $160,784-54.0% | $137,256-46.1% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.0%-22.4pp | 80.0%-25.4pp |
| Annual return | 17.05% | 2234.46%-2217.4pp | 1803.92%-1786.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,402 | $4,155-66.3% | $3,733-62.4% | $4,156-66.3% |
| Participant deferral / active EE | $6,400 | $6,844-6.5% | $6,293+1.7% | $6,407-0.1% |
| Admin fee / account holder | $3,112 | $10,397-70.1% | $9,717-68.0% | $12,270-74.6% |