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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 | $97,560 | $180,749-46.0% | $160,784-39.3% | $137,256-28.9% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 24.99% | 2234.46%-2209.5pp | 1803.92%-1778.9pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,445 | $4,155-65.2% | $3,733-61.3% | $4,156-65.2% |
| Participant deferral / active EE | $5,955 | $6,844-13.0% | $6,293-5.4% | $6,407-7.1% |
| Admin fee / account holder | $3,247 | $10,397-68.8% | $9,717-66.6% | $12,270-73.5% |