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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 | $36,666 | $49,164-25.4% | $121,169-69.7% | $75,181-51.2% |
| Participation rate | 39.5% | 55.4%-16.0pp | 69.5%-30.0pp | 67.2%-27.7pp |
| Annual return | 180.45% | 56.03%+124.4pp | 986.71%-806.3pp | 160.69%+19.8pp |
| Employer contribution / active EE | $3,462 | $1,546+123.9% | $4,168-16.9% | $2,671+29.6% |
| Participant deferral / active EE | $1,850 | $2,628-29.6% | $4,083-54.7% | $4,126-55.2% |
| Admin fee / account holder | $682 | $3,942-82.7% | $5,645-87.9% | $5,650-87.9% |