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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 | $31,386 | $180,749-82.6% | $160,784-80.5% | $137,256-77.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 19.23% | 2234.46%-2215.2pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,060 | $4,155-50.4% | $3,733-44.8% | $4,156-50.4% |
| Participant deferral / active EE | $4,900 | $6,844-28.4% | $6,293-22.1% | $6,407-23.5% |
| Admin fee / account holder | $6,515 | $10,397-37.3% | $9,717-33.0% | $12,270-46.9% |