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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 | $104,427 | $180,749-42.2% | $160,784-35.1% | $137,256-23.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 15.13% | 2234.46%-2219.3pp | 1803.92%-1788.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $775 | $4,155-81.3% | $3,733-79.2% | $4,156-81.3% |
| Participant deferral / active EE | $3,563 | $6,844-47.9% | $6,293-43.4% | $6,407-44.4% |
| Admin fee / account holder | $978 | $10,397-90.6% | $9,717-89.9% | $12,270-92.0% |