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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 | $32,998 | $99,011-66.7% | $86,582-61.9% | $147,586-77.6% |
| Participation rate | 61.9% | 76.3%-14.4pp | 73.5%-11.6pp | 82.8%-20.9pp |
| Annual return | 21.79% | 1312.75%-1291.0pp | 965.08%-943.3pp | 578.59%-556.8pp |
| Employer contribution / active EE | $2,126 | $3,132-32.1% | $2,839-25.1% | $4,876-56.4% |
| Participant deferral / active EE | $4,430 | $3,972+11.5% | $3,609+22.8% | $5,439-18.5% |
| Admin fee / account holder | $368 | $5,709-93.6% | $4,904-92.5% | $10,886-96.6% |