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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 | $75,272 | $180,749-58.4% | $160,784-53.2% | $137,256-45.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 11.77% | 2234.46%-2222.7pp | 1803.92%-1792.2pp | 220.34%-208.6pp |
| Employer contribution / active EE | $649 | $4,155-84.4% | $3,733-82.6% | $4,156-84.4% |
| Participant deferral / active EE | $1,425 | $6,844-79.2% | $6,293-77.4% | $6,407-77.8% |
| Admin fee / account holder | $6,239 | $10,397-40.0% | $9,717-35.8% | $12,270-49.2% |