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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 | $45,040 | $68,097-33.9% | $62,929-28.4% | $137,256-67.2% |
| Participation rate | 43.8% | 77.4%-33.7pp | 73.1%-29.4pp | 80.0%-36.2pp |
| Annual return | 30.57% | 1859.11%-1828.5pp | 1063.93%-1033.4pp | 220.34%-189.8pp |
| Employer contribution / active EE | $559 | $2,811-80.1% | $2,505-77.7% | $4,156-86.5% |
| Participant deferral / active EE | $3,810 | $4,553-16.3% | $3,888-2.0% | $6,407-40.5% |
| Admin fee / account holder | $848 | $6,521-87.0% | $5,065-83.3% | $12,270-93.1% |