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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 | $122,381 | $180,749-32.3% | $160,784-23.9% | $137,256-10.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 12.31% | 2234.46%-2222.2pp | 1803.92%-1791.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $833 | $4,155-80.0% | $3,733-77.7% | $4,156-80.0% |
| Participant deferral / active EE | $4,571 | $6,844-33.2% | $6,293-27.4% | $6,407-28.7% |
| Admin fee / account holder | $391 | $10,397-96.2% | $9,717-96.0% | $12,270-96.8% |