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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 | $97,256 | $180,749-46.2% | $160,784-39.5% | $137,256-29.1% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 23.17% | 2234.46%-2211.3pp | 1803.92%-1780.8pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,079 | $4,155-50.0% | $3,733-44.3% | $4,156-50.0% |
| Participant deferral / active EE | $3,445 | $6,844-49.7% | $6,293-45.3% | $6,407-46.2% |
| Admin fee / account holder | $975 | $10,397-90.6% | $9,717-90.0% | $12,270-92.1% |