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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 | $82,627 | $180,749-54.3% | $160,784-48.6% | $137,256-39.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 17.66% | 2234.46%-2216.8pp | 1803.92%-1786.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,329 | $4,155-68.0% | $3,733-64.4% | $4,156-68.0% |
| Participant deferral / active EE | $2,561 | $6,844-62.6% | $6,293-59.3% | $6,407-60.0% |
| Admin fee / account holder | $715 | $10,397-93.1% | $9,717-92.6% | $12,270-94.2% |