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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 | $25,216 | $30,437-17.2% | $56,033-55.0% | $74,459-66.1% |
| Participation rate | 36.8% | 32.9%+3.9pp | 52.5%-15.7pp | 67.2%-30.4pp |
| Annual return | 56.26% | 24.96%+31.3pp | 1711.38%-1655.1pp | 1369.70%-1313.4pp |
| Employer contribution / active EE | $805 | $610+32.0% | $1,041-22.6% | $2,626-69.3% |
| Participant deferral / active EE | $1,764 | $1,176+50.0% | $1,954-9.7% | $4,350-59.4% |
| Admin fee / account holder | $1,209 | $2,363-48.8% | $2,827-57.2% | $1,945-37.8% |