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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 | $34,113 | $76,519-55.4% | $56,025-39.1% | $145,897-76.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 182.39% | 3017.03%-2834.6pp | 1712.69%-1530.3pp | 552.29%-369.9pp |
| Employer contribution / active EE | $130 | $1,383-90.6% | $1,042-87.6% | $4,663-97.2% |
| Participant deferral / active EE | $1,981 | $2,624-24.5% | $1,955+1.3% | $6,689-70.4% |
| Admin fee / account holder | $969 | $3,331-70.9% | $2,828-65.7% | $13,390-92.8% |