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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 | $61,196 | $180,749-66.1% | $160,784-61.9% | $137,256-55.4% |
| Participation rate | 64.7% | 80.0%-15.3pp | 77.0%-12.2pp | 80.0%-15.3pp |
| Annual return | 16.68% | 2234.46%-2217.8pp | 1803.92%-1787.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $923 | $4,155-77.8% | $3,733-75.3% | $4,156-77.8% |
| Participant deferral / active EE | $1,967 | $6,844-71.3% | $6,293-68.7% | $6,407-69.3% |
| Admin fee / account holder | $2,978 | $10,397-71.4% | $9,717-69.4% | $12,270-75.7% |