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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 | $131,824 | $180,749-27.1% | $160,784-18.0% | $137,256-4.0% |
| Participation rate | 30.0% | 80.0%-50.0pp | 77.0%-47.0pp | 80.0%-50.0pp |
| Annual return | 17.58% | 2234.46%-2216.9pp | 1803.92%-1786.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $872 | $4,155-79.0% | $3,733-76.6% | $4,156-79.0% |
| Participant deferral / active EE | $2,002 | $6,844-70.7% | $6,293-68.2% | $6,407-68.8% |
| Admin fee / account holder | $1,466 | $10,397-85.9% | $9,717-84.9% | $12,270-88.1% |