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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 | $37,614 | $180,749-79.2% | $160,784-76.6% | $137,256-72.6% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 16.91% | 2234.46%-2217.6pp | 1803.92%-1787.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $925 | $4,155-77.7% | $3,733-75.2% | $4,156-77.7% |
| Participant deferral / active EE | $2,858 | $6,844-58.2% | $6,293-54.6% | $6,407-55.4% |
| Admin fee / account holder | $2,092 | $10,397-79.9% | $9,717-78.5% | $12,270-83.0% |