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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 | $82,421 | $180,749-54.4% | $160,784-48.7% | $137,256-40.0% |
| Participation rate | 58.8% | 80.0%-21.2pp | 77.0%-18.1pp | 80.0%-21.1pp |
| Annual return | 13.56% | 2234.46%-2220.9pp | 1803.92%-1790.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,278 | $4,155-45.2% | $3,733-39.0% | $4,156-45.2% |
| Participant deferral / active EE | $3,395 | $6,844-50.4% | $6,293-46.1% | $6,407-47.0% |
| Admin fee / account holder | $370 | $10,397-96.4% | $9,717-96.2% | $12,270-97.0% |