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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 | $38,618 | $76,608-49.6% | $56,077-31.1% | $145,877-73.5% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 16.07% | 3009.59%-2993.5pp | 1709.28%-1693.2pp | 551.28%-535.2pp |
| Employer contribution / active EE | $729 | $1,382-47.3% | $1,040-30.0% | $4,663-84.4% |
| Participant deferral / active EE | $2,505 | $2,624-4.5% | $1,954+28.2% | $6,691-62.6% |
| Admin fee / account holder | $6,153 | $3,325+85.1% | $2,825+117.8% | $13,402-54.1% |