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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 | $14,131 | $180,749-92.2% | $160,784-91.2% | $137,256-89.7% |
| Participation rate | 30.4% | 80.0%-49.5pp | 77.0%-46.5pp | 80.0%-49.5pp |
| Annual return | 20.63% | 2234.46%-2213.8pp | 1803.92%-1783.3pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,185 | $4,155-71.5% | $3,733-68.2% | $4,156-71.5% |
| Participant deferral / active EE | $2,463 | $6,844-64.0% | $6,293-60.9% | $6,407-61.6% |
| Admin fee / account holder | $4,694 | $10,397-54.8% | $9,717-51.7% | $12,270-61.7% |