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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 | $48,263 | $88,815-45.7% | $81,882-41.1% | $145,897-66.9% |
| Participation rate | 47.6% | 75.1%-27.5pp | 72.4%-24.8pp | 80.3%-32.7pp |
| Annual return | 60.87% | 1033.75%-972.9pp | 779.47%-718.6pp | 552.29%-491.4pp |
| Employer contribution / active EE | $1,876 | $3,086-39.2% | $2,916-35.7% | $4,663-59.8% |
| Participant deferral / active EE | $4,198 | $4,647-9.7% | $4,323-2.9% | $6,689-37.2% |
| Admin fee / account holder | $3,850 | $8,434-54.4% | $7,360-47.7% | $13,390-71.2% |