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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 | $44,636 | $102,595-56.5% | $94,057-52.5% | $154,746-71.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 620.20% | 583.42%+36.8pp | 480.62%+139.6pp | 172.34%+447.9pp |
| Employer contribution / active EE | $2,933 | $3,147-6.8% | $2,9330% | $4,379-33.0% |
| Participant deferral / active EE | $3,584 | $5,118-30.0% | $4,709-23.9% | $6,730-46.7% |
| Admin fee / account holder | $48,724 | $7,736+529.8% | $7,244+572.6% | $14,365+239.2% |