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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 | $18,683 | $73,421-74.6% | $66,439-71.9% | $155,188-88.0% |
| Participation rate | 65.0% | 79.7%-14.7pp | 74.5%-9.5pp | 80.8%-15.8pp |
| Annual return | 51.70% | 1382.37%-1330.7pp | 757.66%-706.0pp | 148.84%-97.1pp |
| Employer contribution / active EE | $1,307 | $3,039-57.0% | $2,637-50.4% | $4,248-69.2% |
| Participant deferral / active EE | $1,992 | $4,680-57.4% | $3,876-48.6% | $6,531-69.5% |
| Admin fee / account holder | $848 | $8,856-90.4% | $6,173-86.3% | $14,480-94.1% |