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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 | $46,589 | $180,749-74.2% | $160,784-71.0% | $137,256-66.1% |
| Participation rate | 41.7% | 80.0%-38.3pp | 77.0%-35.3pp | 80.0%-38.3pp |
| Annual return | 16.46% | 2234.46%-2218.0pp | 1803.92%-1787.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,256 | $4,155-69.8% | $3,733-66.4% | $4,156-69.8% |
| Participant deferral / active EE | $1,828 | $6,844-73.3% | $6,293-71.0% | $6,407-71.5% |
| Admin fee / account holder | $4,769 | $10,397-54.1% | $9,717-50.9% | $12,270-61.1% |