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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 | $102,020 | $180,749-43.6% | $160,784-36.5% | $137,256-25.7% |
| Participation rate | 39.1% | 80.0%-40.8pp | 77.0%-37.8pp | 80.0%-40.8pp |
| Annual return | 20.65% | 2234.46%-2213.8pp | 1803.92%-1783.3pp | 220.34%-199.7pp |
| Employer contribution / active EE | $893 | $4,155-78.5% | $3,733-76.1% | $4,156-78.5% |
| Participant deferral / active EE | $4,559 | $6,844-33.4% | $6,293-27.6% | $6,407-28.8% |
| Admin fee / account holder | $1,160 | $10,397-88.8% | $9,717-88.1% | $12,270-90.5% |