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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 | $27,584 | $180,749-84.7% | $160,784-82.8% | $137,256-79.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 12.55% | 2234.46%-2221.9pp | 1803.92%-1791.4pp | 220.34%-207.8pp |
| Employer contribution / active EE | $987 | $4,155-76.2% | $3,733-73.6% | $4,156-76.2% |
| Participant deferral / active EE | $3,534 | $6,844-48.4% | $6,293-43.8% | $6,407-44.8% |
| Admin fee / account holder | $2,255 | $10,397-78.3% | $9,717-76.8% | $12,270-81.6% |