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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 | $46,057 | $88,778-48.1% | $81,844-43.7% | $145,884-68.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 84.55% | 1033.03%-948.5pp | 778.87%-694.3pp | 551.85%-467.3pp |
| Employer contribution / active EE | $3,356 | $3,087+8.7% | $2,916+15.1% | $4,662-28.0% |
| Participant deferral / active EE | $4,983 | $4,648+7.2% | $4,323+15.3% | $6,690-25.5% |
| Admin fee / account holder | $635 | $8,430-92.5% | $7,355-91.4% | $13,392-95.3% |