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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 | $40,589 | $58,391-30.5% | $76,657-47.1% | $72,975-44.4% |
| Participation rate | 64.9% | 67.4%-2.5pp | 72.1%-7.2pp | 69.5%-4.6pp |
| Annual return | 52.84% | 2306.65%-2253.8pp | 1166.74%-1113.9pp | 81.01%-28.2pp |
| Employer contribution / active EE | $1,497 | $1,787-16.2% | $2,303-35.0% | $2,440-38.7% |
| Participant deferral / active EE | $2,404 | $2,690-10.7% | $3,335-27.9% | $3,608-33.4% |
| Admin fee / account holder | $776 | $4,014-80.7% | $6,423-87.9% | $5,124-84.9% |