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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 | $46,383 | $68,097-31.9% | $62,929-26.3% | $137,256-66.2% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 17.40% | 1859.11%-1841.7pp | 1063.93%-1046.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,902 | $2,811-32.3% | $2,505-24.1% | $4,156-54.2% |
| Participant deferral / active EE | $3,701 | $4,553-18.7% | $3,888-4.8% | $6,407-42.2% |
| Admin fee / account holder | $2,595 | $6,521-60.2% | $5,065-48.8% | $12,270-78.9% |