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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 | $35,931 | $69,774-48.5% | $67,575-46.8% | $74,459-51.7% |
| Participation rate | 60.5% | 71.4%-10.9pp | 72.9%-12.4pp | 67.2%-6.7pp |
| Annual return | 26.58% | -40.53%+67.1pp | 3528.98%-3502.4pp | 1369.70%-1343.1pp |
| Employer contribution / active EE | $2,323 | $2,710-14.3% | $2,736-15.1% | $2,626-11.5% |
| Participant deferral / active EE | $5,080 | $3,636+39.7% | $4,003+26.9% | $4,350+16.8% |
| Admin fee / account holder | $3,869 | $890+334.8% | $3,993-3.1% | $1,945+98.9% |