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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 | $47,237 | $180,749-73.9% | $160,784-70.6% | $137,256-65.6% |
| Participation rate | 69.2% | 80.0%-10.7pp | 77.0%-7.7pp | 80.0%-10.7pp |
| Annual return | 18.43% | 2234.46%-2216.0pp | 1803.92%-1785.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,789 | $4,155-56.9% | $3,733-52.1% | $4,156-56.9% |
| Participant deferral / active EE | $4,859 | $6,844-29.0% | $6,293-22.8% | $6,407-24.2% |
| Admin fee / account holder | $1,668 | $10,397-84.0% | $9,717-82.8% | $12,270-86.4% |