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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 | $29,993 | $180,749-83.4% | $160,784-81.3% | $137,256-78.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 15.93% | 2234.46%-2218.5pp | 1803.92%-1788.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $871 | $4,155-79.0% | $3,733-76.7% | $4,156-79.0% |
| Participant deferral / active EE | $2,657 | $6,844-61.2% | $6,293-57.8% | $6,407-58.5% |
| Admin fee / account holder | $4,068 | $10,397-60.9% | $9,717-58.1% | $12,270-66.8% |