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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 | $40,560 | $76,522-47.0% | $56,033-27.6% | $145,884-72.2% |
| Participation rate | 43.5% | 63.2%-19.7pp | 52.5%-9.0pp | 80.3%-36.8pp |
| Annual return | 15.50% | 3014.28%-2998.8pp | 1711.38%-1695.9pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,078 | $1,382+50.3% | $1,041+99.6% | $4,662-55.4% |
| Participant deferral / active EE | $3,191 | $2,624+21.6% | $1,954+63.3% | $6,690-52.3% |
| Admin fee / account holder | $1,098 | $3,328-67.0% | $2,827-61.1% | $13,392-91.8% |