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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 | $47,588 | $57,312-17.0% | $86,617-45.1% | $75,181-36.7% |
| Participation rate | 35.6% | 63.2%-27.6pp | 71.7%-36.1pp | 67.2%-31.6pp |
| Annual return | 31.03% | 2672.78%-2641.8pp | 591.91%-560.9pp | 160.69%-129.7pp |
| Employer contribution / active EE | $978 | $2,315-57.8% | $3,023-67.6% | $2,671-63.4% |
| Participant deferral / active EE | $2,045 | $3,319-38.4% | $4,437-53.9% | $4,126-50.4% |
| Admin fee / account holder | $3,788 | $4,114-7.9% | $5,613-32.5% | $5,650-33.0% |