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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 | $29,371 | $57,305-48.7% | $86,640-66.1% | $75,173-60.9% |
| Participation rate | 44.0% | 63.2%-19.2pp | 71.7%-27.7pp | 67.2%-23.2pp |
| Annual return | 51.16% | 2674.24%-2623.1pp | 592.52%-541.4pp | 160.72%-109.6pp |
| Employer contribution / active EE | $1,398 | $2,316-39.7% | $3,024-53.8% | $2,671-47.7% |
| Participant deferral / active EE | $3,894 | $3,320+17.3% | $4,438-12.3% | $4,126-5.6% |
| Admin fee / account holder | $2,467 | $4,116-40.1% | $5,616-56.1% | $5,651-56.3% |