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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 | $24,805 | $76,608-67.6% | $56,077-55.8% | $145,877-83.0% |
| Participation rate | 53.3% | 63.2%-9.9pp | 52.5%+0.8pp | 80.3%-27.0pp |
| Annual return | 20.34% | 3009.59%-2989.2pp | 1709.28%-1688.9pp | 551.28%-530.9pp |
| Employer contribution / active EE | $721 | $1,382-47.8% | $1,040-30.7% | $4,663-84.5% |
| Participant deferral / active EE | $3,511 | $2,624+33.8% | $1,954+79.7% | $6,691-47.5% |
| Admin fee / account holder | $450 | $3,325-86.5% | $2,825-84.1% | $13,402-96.6% |