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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 | $45,495 | $48,570-6.3% | $130,660-65.2% | $72,975-37.7% |
| Participation rate | 65.4% | 58.6%+6.8pp | 71.7%-6.4pp | 69.5%-4.1pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1709.29%-1709.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,836 | $1,334+37.6% | $4,092-55.1% | $2,440-24.8% |
| Participant deferral / active EE | $2,853 | $2,384+19.7% | $3,603-20.8% | $3,608-20.9% |
| Admin fee / account holder | $23,683 | $3,549+567.3% | $5,463+333.5% | $5,124+362.2% |