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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 | $37,457 | $176,688-78.8% | $130,660-71.3% | $152,897-75.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 48.81% | 2693.08%-2644.3pp | 1709.29%-1660.5pp | 345.43%-296.6pp |
| Employer contribution / active EE | $794 | $5,743-86.2% | $4,092-80.6% | $4,764-83.3% |
| Participant deferral / active EE | $2,540 | $4,362-41.8% | $3,603-29.5% | $5,851-56.6% |
| Admin fee / account holder | $1,118 | $7,131-84.3% | $5,463-79.5% | $11,599-90.4% |