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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 | $55,833 | $180,749-69.1% | $160,784-65.3% | $137,256-59.3% |
| Participation rate | 69.6% | 80.0%-10.4pp | 77.0%-7.4pp | 80.0%-10.4pp |
| Annual return | 17.18% | 2234.46%-2217.3pp | 1803.92%-1786.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $516 | $4,155-87.6% | $3,733-86.2% | $4,156-87.6% |
| Participant deferral / active EE | $6,775 | $6,844-1.0% | $6,293+7.7% | $6,407+5.7% |
| Admin fee / account holder | $2,434 | $10,397-76.6% | $9,717-75.0% | $12,270-80.2% |