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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 | $39,124 | $96,643-59.5% | $86,617-54.8% | $139,456-71.9% |
| Participation rate | 55.6% | 74.4%-18.9pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 76.71% | 106.57%-29.9pp | 591.91%-515.2pp | 373.45%-296.7pp |
| Employer contribution / active EE | $2,364 | $3,264-27.6% | $3,023-21.8% | $4,753-50.3% |
| Participant deferral / active EE | $3,122 | $4,835-35.4% | $4,437-29.6% | $6,711-53.5% |
| Admin fee / account holder | $1,732 | $6,406-73.0% | $5,613-69.1% | $11,407-84.8% |