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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 | $33,204 | $30,421+9.1% | $56,077-40.8% | $74,429-55.4% |
| Participation rate | 37.8% | 32.9%+5.0pp | 52.5%-14.7pp | 67.2%-29.4pp |
| Annual return | 52.62% | 24.94%+27.7pp | 1709.28%-1656.7pp | 1368.38%-1315.8pp |
| Employer contribution / active EE | $1,223 | $610+100.5% | $1,040+17.5% | $2,625-53.4% |
| Participant deferral / active EE | $2,319 | $1,175+97.3% | $1,954+18.7% | $4,348-46.7% |
| Admin fee / account holder | $2,135 | $2,363-9.7% | $2,825-24.4% | $1,944+9.8% |