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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 | $40,085 | $49,897-19.7% | $80,648-50.3% | $75,177-46.7% |
| Participation rate | 44.6% | 55.3%-10.7pp | 67.0%-22.4pp | 67.2%-22.6pp |
| Annual return | 94.86% | 34.68%+60.2pp | 937.21%-842.4pp | 160.75%-65.9pp |
| Employer contribution / active EE | $3,185 | $1,699+87.4% | $2,724+16.9% | $2,671+19.2% |
| Participant deferral / active EE | $7,268 | $2,992+142.9% | $4,443+63.6% | $4,126+76.1% |
| Admin fee / account holder | $2,536 | $3,579-29.1% | $5,382-52.9% | $5,651-55.1% |