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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 | $123,314 | $180,749-31.8% | $160,784-23.3% | $137,256-10.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 15.37% | 2234.46%-2219.1pp | 1803.92%-1788.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,681 | $4,155-59.5% | $3,733-55.0% | $4,156-59.5% |
| Participant deferral / active EE | $5,422 | $6,844-20.8% | $6,293-13.8% | $6,407-15.4% |
| Admin fee / account holder | $489 | $10,397-95.3% | $9,717-95.0% | $12,270-96.0% |