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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 | $41,582 | $180,749-77.0% | $160,784-74.1% | $137,256-69.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 19.45% | 2234.46%-2215.0pp | 1803.92%-1784.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,006 | $4,155-75.8% | $3,733-73.0% | $4,156-75.8% |
| Participant deferral / active EE | $2,121 | $6,844-69.0% | $6,293-66.3% | $6,407-66.9% |
| Admin fee / account holder | $9,202 | $10,397-11.5% | $9,717-5.3% | $12,270-25.0% |