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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 | $44,535 | $76,522-41.8% | $56,033-20.5% | $145,884-69.5% |
| Participation rate | 39.1% | 63.2%-24.1pp | 52.5%-13.4pp | 80.3%-41.2pp |
| Annual return | 14.75% | 3014.28%-2999.5pp | 1711.38%-1696.6pp | 551.85%-537.1pp |
| Employer contribution / active EE | $510 | $1,382-63.1% | $1,041-51.0% | $4,662-89.1% |
| Participant deferral / active EE | $1,053 | $2,624-59.9% | $1,954-46.1% | $6,690-84.3% |
| Admin fee / account holder | $4,776 | $3,328+43.5% | $2,827+68.9% | $13,392-64.3% |