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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 | $15,281 | $109,905-86.1% | $98,506-84.5% | $167,553-90.9% |
| Participation rate | 47.6% | 75.8%-28.2pp | 73.3%-25.7pp | 82.1%-34.5pp |
| Annual return | 27.94% | 1960.20%-1932.3pp | 1494.92%-1467.0pp | 478.89%-450.9pp |
| Employer contribution / active EE | $1,461 | $3,226-54.7% | $2,961-50.7% | $4,840-69.8% |
| Participant deferral / active EE | $2,924 | $4,674-37.4% | $4,277-31.6% | $6,343-53.9% |
| Admin fee / account holder | $1,536 | $6,760-77.3% | $5,955-74.2% | $12,316-87.5% |