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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 | $23,896 | $180,749-86.8% | $160,784-85.1% | $137,256-82.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 23.19% | 2234.46%-2211.3pp | 1803.92%-1780.7pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,459 | $4,155-40.8% | $3,733-34.1% | $4,156-40.8% |
| Participant deferral / active EE | $3,828 | $6,844-44.1% | $6,293-39.2% | $6,407-40.3% |
| Admin fee / account holder | $1,758 | $10,397-83.1% | $9,717-81.9% | $12,270-85.7% |