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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 | $55,541 | $76,522-27.4% | $56,033-0.9% | $145,884-61.9% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.0pp | 80.3%-35.9pp |
| Annual return | 14.18% | 3014.28%-3000.1pp | 1711.38%-1697.2pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,157 | $1,382-16.3% | $1,041+11.2% | $4,662-75.2% |
| Participant deferral / active EE | $1,812 | $2,624-31.0% | $1,954-7.3% | $6,690-72.9% |
| Admin fee / account holder | $1,640 | $3,328-50.7% | $2,827-42.0% | $13,392-87.8% |