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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 | $30,764 | $96,419-68.1% | $80,648-61.9% | $139,487-77.9% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 20.28% | 1352.86%-1332.6pp | 937.21%-916.9pp | 373.84%-353.6pp |
| Employer contribution / active EE | $2,791 | $3,261-14.4% | $2,724+2.5% | $4,755-41.3% |
| Participant deferral / active EE | $4,097 | $5,225-21.6% | $4,443-7.8% | $6,713-39.0% |
| Admin fee / account holder | $450 | $6,605-93.2% | $5,382-91.6% | $11,407-96.1% |