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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 | $51,683 | $80,812-36.0% | $160,784-67.9% | $82,448-37.3% |
| Participation rate | 64.9% | 66.2%-1.4pp | 77.0%-12.1pp | 68.1%-3.2pp |
| Annual return | 50.67% | 100.59%-49.9pp | 1803.92%-1753.2pp | 41.64%+9.0pp |
| Employer contribution / active EE | $3,734 | $2,174+71.8% | $3,7330% | $2,551+46.4% |
| Participant deferral / active EE | $8,165 | $4,335+88.3% | $6,293+29.7% | $4,139+97.3% |
| Admin fee / account holder | $950 | $7,695-87.6% | $9,717-90.2% | $7,234-86.9% |