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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 | $76,608-55.5% | $56,077-39.2% | $145,877-76.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 182.39% | 3009.59%-2827.2pp | 1709.28%-1526.9pp | 551.28%-368.9pp |
| Employer contribution / active EE | $130 | $1,382-90.6% | $1,040-87.6% | $4,663-97.2% |
| Participant deferral / active EE | $1,981 | $2,624-24.5% | $1,954+1.4% | $6,691-70.4% |
| Admin fee / account holder | $969 | $3,325-70.8% | $2,825-65.7% | $13,402-92.8% |