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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 | $10,562 | $180,749-94.2% | $160,784-93.4% | $137,256-92.3% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 26.69% | 2234.46%-2207.8pp | 1803.92%-1777.2pp | 220.34%-193.6pp |
| Employer contribution / active EE | $845 | $4,155-79.7% | $3,733-77.4% | $4,156-79.7% |
| Participant deferral / active EE | $1,263 | $6,844-81.5% | $6,293-79.9% | $6,407-80.3% |
| Admin fee / account holder | $757 | $10,397-92.7% | $9,717-92.2% | $12,270-93.8% |