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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 | $31,754 | $68,097-53.4% | $62,929-49.5% | $137,256-76.9% |
| Participation rate | 54.5% | 77.4%-22.9pp | 73.1%-18.6pp | 80.0%-25.4pp |
| Annual return | 73.31% | 1859.11%-1785.8pp | 1063.93%-990.6pp | 220.34%-147.0pp |
| Employer contribution / active EE | $1,672 | $2,811-40.5% | $2,505-33.3% | $4,156-59.8% |
| Participant deferral / active EE | $2,489 | $4,553-45.3% | $3,888-36.0% | $6,407-61.1% |
| Admin fee / account holder | $3,877 | $6,521-40.5% | $5,065-23.4% | $12,270-68.4% |