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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 | $59,190 | $180,749-67.3% | $160,784-63.2% | $137,256-56.9% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 12.37% | 2234.46%-2222.1pp | 1803.92%-1791.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,537 | $4,155-39.0% | $3,733-32.0% | $4,156-39.0% |
| Participant deferral / active EE | $6,842 | $6,8440% | $6,293+8.7% | $6,407+6.8% |
| Admin fee / account holder | $556 | $10,397-94.6% | $9,717-94.3% | $12,270-95.5% |