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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 | $34,132 | $173,397-80.3% | $135,987-74.9% | $145,877-76.6% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.4%-19.3pp | 80.3%-23.2pp |
| Annual return | 40.56% | 1166.18%-1125.6pp | 580.01%-539.4pp | 551.28%-510.7pp |
| Employer contribution / active EE | $1,137 | $5,281-78.5% | $4,214-73.0% | $4,663-75.6% |
| Participant deferral / active EE | $4,078 | $8,710-53.2% | $7,027-42.0% | $6,691-39.0% |
| Admin fee / account holder | $5,142 | $9,663-46.8% | $6,716-23.4% | $13,402-61.6% |