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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 | $26,333 | $76,519-65.6% | $56,025-53.0% | $145,897-82.0% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.1pp | 80.3%-34.9pp |
| Annual return | 12.07% | 3017.03%-3005.0pp | 1712.69%-1700.6pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,085 | $1,383-21.6% | $1,042+4.1% | $4,663-76.7% |
| Participant deferral / active EE | $3,252 | $2,624+23.9% | $1,955+66.4% | $6,689-51.4% |
| Admin fee / account holder | $556 | $3,331-83.3% | $2,828-80.3% | $13,390-95.8% |