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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 | $34,225 | $88,815-61.5% | $81,882-58.2% | $145,897-76.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 47.66% | 1033.75%-986.1pp | 779.47%-731.8pp | 552.29%-504.6pp |
| Employer contribution / active EE | $1,200 | $3,086-61.1% | $2,916-58.8% | $4,663-74.3% |
| Participant deferral / active EE | $2,658 | $4,647-42.8% | $4,323-38.5% | $6,689-60.3% |
| Admin fee / account holder | $805 | $8,434-90.5% | $7,360-89.1% | $13,390-94.0% |