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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 | $58,888 | $180,749-67.4% | $160,784-63.4% | $137,256-57.1% |
| Participation rate | 45.8% | 80.0%-34.1pp | 77.0%-31.1pp | 80.0%-34.1pp |
| Annual return | 26.98% | 2234.46%-2207.5pp | 1803.92%-1776.9pp | 220.34%-193.4pp |
| Employer contribution / active EE | $2,051 | $4,155-50.6% | $3,733-45.0% | $4,156-50.6% |
| Participant deferral / active EE | $4,139 | $6,844-39.5% | $6,293-34.2% | $6,407-35.4% |
| Admin fee / account holder | $3,589 | $10,397-65.5% | $9,717-63.1% | $12,270-70.7% |