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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 | $15,569 | $180,749-91.4% | $160,784-90.3% | $137,256-88.7% |
| Participation rate | 38.5% | 80.0%-41.5pp | 77.0%-38.5pp | 80.0%-41.5pp |
| Annual return | 17.83% | 2234.46%-2216.6pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,196 | $4,155-47.1% | $3,733-41.2% | $4,156-47.2% |
| Participant deferral / active EE | $2,267 | $6,844-66.9% | $6,293-64.0% | $6,407-64.6% |
| Admin fee / account holder | $6,337 | $10,397-39.0% | $9,717-34.8% | $12,270-48.4% |