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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 | $48,766 | $180,749-73.0% | $160,784-69.7% | $137,256-64.5% |
| Participation rate | 35.0% | 80.0%-45.0pp | 77.0%-42.0pp | 80.0%-45.0pp |
| Annual return | 22.90% | 2234.46%-2211.6pp | 1803.92%-1781.0pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,116 | $4,155-73.2% | $3,733-70.1% | $4,156-73.2% |
| Participant deferral / active EE | $1,649 | $6,844-75.9% | $6,293-73.8% | $6,407-74.3% |
| Admin fee / account holder | $1,290 | $10,397-87.6% | $9,717-86.7% | $12,270-89.5% |