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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 | $29,399 | $104,577-71.9% | $76,667-61.7% | $152,909-80.8% |
| Participation rate | 44.4% | 76.6%-32.2pp | 72.1%-27.7pp | 82.5%-38.0pp |
| Annual return | 24.79% | 1014.36%-989.6pp | 1166.74%-1141.9pp | 345.46%-320.7pp |
| Employer contribution / active EE | $2,115 | $3,119-32.2% | $2,303-8.2% | $4,764-55.6% |
| Participant deferral / active EE | $4,020 | $4,237-5.1% | $3,336+20.5% | $5,851-31.3% |
| Admin fee / account holder | $391 | $12,290-96.8% | $6,423-93.9% | $11,601-96.6% |