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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 | $49,387 | $58,241-15.2% | $81,780-39.6% | $80,911-39.0% |
| Participation rate | 63.5% | 63.4%0pp | 72.4%-8.9pp | 67.6%-4.2pp |
| Annual return | 57.12% | 41.73%+15.4pp | 776.27%-719.1pp | 35.63%+21.5pp |
| Employer contribution / active EE | $472 | $2,343-79.9% | $2,914-83.8% | $2,756-82.9% |
| Participant deferral / active EE | $2,059 | $3,283-37.3% | $4,321-52.3% | $4,297-52.1% |
| Admin fee / account holder | $5,601 | $4,973+12.6% | $7,384-24.1% | $6,935-19.2% |