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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 | $90,918 | $180,749-49.7% | $160,784-43.5% | $137,256-33.8% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 16.38% | 2234.46%-2218.1pp | 1803.92%-1787.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $866 | $4,155-79.2% | $3,733-76.8% | $4,156-79.2% |
| Participant deferral / active EE | $4,574 | $6,844-33.2% | $6,293-27.3% | $6,407-28.6% |
| Admin fee / account holder | $346 | $10,397-96.7% | $9,717-96.4% | $12,270-97.2% |