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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 | $45,354 | $88,754-48.9% | $81,820-44.6% | $145,877-68.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 61.35% | 1031.77%-970.4pp | 777.93%-716.6pp | 551.28%-489.9pp |
| Employer contribution / active EE | $1,683 | $3,085-45.5% | $2,915-42.3% | $4,663-63.9% |
| Participant deferral / active EE | $4,037 | $4,648-13.1% | $4,323-6.6% | $6,691-39.7% |
| Admin fee / account holder | $3,468 | $8,424-58.8% | $7,391-53.1% | $13,402-74.1% |