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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 | $48,266 | $101,672-52.5% | $147,117-67.2% | $74,478-35.2% |
| Participation rate | 48.5% | 75.5%-27.0pp | 82.2%-33.7pp | 67.2%-18.7pp |
| Annual return | 16.58% | 8757.83%-8741.2pp | 420.54%-404.0pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $1,779 | $3,813-53.4% | $4,932-63.9% | $2,626-32.3% |
| Participant deferral / active EE | $3,257 | $7,305-55.4% | $8,065-59.6% | $4,350-25.1% |
| Admin fee / account holder | $2,624 | $1,753+49.7% | $12,993-79.8% | $1,946+34.9% |