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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 | $37,152 | $180,749-79.4% | $160,784-76.9% | $137,256-72.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 18.62% | 2234.46%-2215.8pp | 1803.92%-1785.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,480 | $4,155-64.4% | $3,733-60.4% | $4,156-64.4% |
| Participant deferral / active EE | $2,588 | $6,844-62.2% | $6,293-58.9% | $6,407-59.6% |
| Admin fee / account holder | $1,459 | $10,397-86.0% | $9,717-85.0% | $12,270-88.1% |