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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 | $53,631 | $102,635-47.7% | $86,209-37.8% | $139,456-61.5% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | 32.21% | 1923.53%-1891.3pp | 1169.05%-1136.8pp | 373.45%-341.2pp |
| Employer contribution / active EE | $1,407 | $3,034-53.6% | $2,381-40.9% | $4,753-70.4% |
| Participant deferral / active EE | $2,688 | $4,677-42.5% | $3,986-32.6% | $6,711-59.9% |
| Admin fee / account holder | $328 | $8,661-96.2% | $6,853-95.2% | $11,407-97.1% |