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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 | $79,250 | $169,161-53.2% | $129,295-38.7% | $145,959-45.7% |
| Participation rate | 63.6% | 76.5%-12.8pp | 69.6%-6.0pp | 80.3%-16.6pp |
| Annual return | 16.88% | 14348.07%-14331.2pp | 9429.28%-9412.4pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,918 | $5,543-65.4% | $4,157-53.9% | $4,661-58.8% |
| Participant deferral / active EE | $2,637 | $4,989-47.2% | $4,169-36.8% | $6,689-60.6% |
| Admin fee / account holder | $2,188 | $9,878-77.8% | $7,665-71.5% | $13,398-83.7% |