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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 | $24,500 | $57,330-57.3% | $86,656-71.7% | $75,177-67.4% |
| Participation rate | 54.5% | 63.2%-8.6pp | 71.7%-17.2pp | 67.2%-12.7pp |
| Annual return | 31.19% | 2675.40%-2644.2pp | 593.09%-561.9pp | 160.75%-129.6pp |
| Employer contribution / active EE | $2,223 | $2,316-4.0% | $3,025-26.5% | $2,671-16.8% |
| Participant deferral / active EE | $3,990 | $3,320+20.2% | $4,439-10.1% | $4,126-3.3% |
| Admin fee / account holder | $886 | $4,115-78.5% | $5,619-84.2% | $5,651-84.3% |