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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 | $30,385-17.0% | $56,054-55.0% | $74,400-66.1% |
| Participation rate | 36.8% | 32.9%+3.9pp | 52.5%-15.7pp | 67.2%-30.4pp |
| Annual return | 56.26% | 24.92%+31.3pp | 1705.95%-1649.7pp | 1367.51%-1311.3pp |
| Employer contribution / active EE | $805 | $609+32.2% | $1,039-22.5% | $2,624-69.3% |
| Participant deferral / active EE | $1,764 | $1,174+50.3% | $1,952-9.7% | $4,348-59.4% |
| Admin fee / account holder | $1,209 | $2,361-48.8% | $2,822-57.2% | $1,944-37.8% |