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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 | $48,014 | $180,749-73.4% | $160,784-70.1% | $137,256-65.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 18.18% | 2234.46%-2216.3pp | 1803.92%-1785.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,238 | $4,155-46.1% | $3,733-40.0% | $4,156-46.1% |
| Participant deferral / active EE | $5,299 | $6,844-22.6% | $6,293-15.8% | $6,407-17.3% |
| Admin fee / account holder | $2,152 | $10,397-79.3% | $9,717-77.8% | $12,270-82.5% |