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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 | $47,822 | $80,812-40.8% | $160,784-70.3% | $82,448-42.0% |
| Participation rate | 63.6% | 66.2%-2.6pp | 77.0%-13.3pp | 68.1%-4.4pp |
| Annual return | 29.61% | 100.59%-71.0pp | 1803.92%-1774.3pp | 41.64%-12.0pp |
| Employer contribution / active EE | $1,238 | $2,174-43.0% | $3,733-66.8% | $2,551-51.4% |
| Participant deferral / active EE | $2,443 | $4,335-43.6% | $6,293-61.2% | $4,139-41.0% |
| Admin fee / account holder | $2,649 | $7,695-65.6% | $9,717-72.7% | $7,234-63.4% |