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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 | $40,156 | $180,749-77.8% | $160,784-75.0% | $137,256-70.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 21.65% | 2234.46%-2212.8pp | 1803.92%-1782.3pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,491 | $4,155-40.1% | $3,733-33.3% | $4,156-40.1% |
| Participant deferral / active EE | $3,721 | $6,844-45.6% | $6,293-40.9% | $6,407-41.9% |
| Admin fee / account holder | $829 | $10,397-92.0% | $9,717-91.5% | $12,270-93.2% |