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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 | $52,636 | $96,643-45.5% | $86,617-39.2% | $139,456-62.3% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 57.62% | 106.57%-48.9pp | 591.91%-534.3pp | 373.45%-315.8pp |
| Employer contribution / active EE | $935 | $3,264-71.4% | $3,023-69.1% | $4,753-80.3% |
| Participant deferral / active EE | $2,488 | $4,835-48.5% | $4,437-43.9% | $6,711-62.9% |
| Admin fee / account holder | $589 | $6,406-90.8% | $5,613-89.5% | $11,407-94.8% |