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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 | $68,786 | $180,749-61.9% | $160,784-57.2% | $137,256-49.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 12.76% | 2234.46%-2221.7pp | 1803.92%-1791.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,300 | $4,155-68.7% | $3,733-65.2% | $4,156-68.7% |
| Participant deferral / active EE | $2,661 | $6,844-61.1% | $6,293-57.7% | $6,407-58.5% |
| Admin fee / account holder | $687 | $10,397-93.4% | $9,717-92.9% | $12,270-94.4% |