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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 | $20,773 | $88,702-76.6% | $81,780-74.6% | $145,978-85.8% |
| Participation rate | 56.5% | 75.0%-18.5pp | 72.4%-15.8pp | 80.3%-23.8pp |
| Annual return | 49.71% | 1029.12%-979.4pp | 776.27%-726.6pp | 550.52%-500.8pp |
| Employer contribution / active EE | $1,882 | $3,084-39.0% | $2,914-35.4% | $4,662-59.6% |
| Participant deferral / active EE | $4,218 | $4,645-9.2% | $4,321-2.4% | $6,690-37.0% |
| Admin fee / account holder | $3,850 | $8,414-54.2% | $7,384-47.9% | $13,400-71.3% |