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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 | $117,241 | $180,749-35.1% | $160,784-27.1% | $137,256-14.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 12.03% | 2234.46%-2222.4pp | 1803.92%-1791.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,157 | $4,155-72.2% | $3,733-69.0% | $4,156-72.2% |
| Participant deferral / active EE | $1,736 | $6,844-74.6% | $6,293-72.4% | $6,407-72.9% |
| Admin fee / account holder | $529 | $10,397-94.9% | $9,717-94.6% | $12,270-95.7% |