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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 | $25,203 | $65,555-61.6% | $86,216-70.8% | $75,173-66.5% |
| Participation rate | 44.3% | 60.5%-16.2pp | 69.0%-24.6pp | 67.2%-22.9pp |
| Annual return | 49.97% | 46.07%+3.9pp | 1169.42%-1119.5pp | 160.72%-110.8pp |
| Employer contribution / active EE | $1,815 | $1,553+16.9% | $2,382-23.8% | $2,671-32.0% |
| Participant deferral / active EE | $3,543 | $3,023+17.2% | $3,986-11.1% | $4,126-14.1% |
| Admin fee / account holder | $5,240 | $5,469-4.2% | $6,853-23.5% | $5,651-7.3% |