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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 | $37,365 | $99,009-62.3% | $86,581-56.8% | $147,585-74.7% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 77.76% | 1312.70%-1234.9pp | 965.06%-887.3pp | 578.58%-500.8pp |
| Employer contribution / active EE | $1,713 | $3,132-45.3% | $2,840-39.7% | $4,876-64.9% |
| Participant deferral / active EE | $3,319 | $3,972-16.4% | $3,609-8.0% | $5,439-39.0% |
| Admin fee / account holder | $447 | $5,709-92.2% | $4,904-90.9% | $10,886-95.9% |