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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 | $94,497 | $180,749-47.7% | $160,784-41.2% | $137,256-31.2% |
| Participation rate | 63.6% | 80.0%-16.3pp | 77.0%-13.3pp | 80.0%-16.3pp |
| Annual return | 12.39% | 2234.46%-2222.1pp | 1803.92%-1791.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,418 | $4,155-65.9% | $3,733-62.0% | $4,156-65.9% |
| Participant deferral / active EE | $1,661 | $6,844-75.7% | $6,293-73.6% | $6,407-74.1% |
| Admin fee / account holder | $10,224 | $10,397-1.7% | $9,717+5.2% | $12,270-16.7% |