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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 | $57,305-17.0% | $86,640-45.1% | $75,173-36.7% |
| Participation rate | 35.6% | 63.2%-27.7pp | 71.7%-36.2pp | 67.2%-31.6pp |
| Annual return | 31.03% | 2674.24%-2643.2pp | 592.52%-561.5pp | 160.72%-129.7pp |
| Employer contribution / active EE | $978 | $2,316-57.8% | $3,024-67.7% | $2,671-63.4% |
| Participant deferral / active EE | $2,045 | $3,320-38.4% | $4,438-53.9% | $4,126-50.4% |
| Admin fee / account holder | $3,788 | $4,116-8.0% | $5,616-32.5% | $5,651-33.0% |