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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 | $94,589 | $180,749-47.7% | $160,784-41.2% | $137,256-31.1% |
| Participation rate | 61.5% | 80.0%-18.4pp | 77.0%-15.4pp | 80.0%-18.4pp |
| Annual return | 13.43% | 2234.46%-2221.0pp | 1803.92%-1790.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,109 | $4,155-73.3% | $3,733-70.3% | $4,156-73.3% |
| Participant deferral / active EE | $2,816 | $6,844-58.9% | $6,293-55.2% | $6,407-56.0% |
| Admin fee / account holder | $2,858 | $10,397-72.5% | $9,717-70.6% | $12,270-76.7% |