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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 | $25,436 | $28,624-11.1% | $53,647-52.6% | $82,637-69.2% |
| Participation rate | 52.6% | 47.3%+5.4pp | 56.3%-3.6pp | 68.1%-15.4pp |
| Annual return | 21.45% | 664.98%-643.5pp | 358.33%-336.9pp | 53.51%-32.1pp |
| Employer contribution / active EE | $2,065 | $637+224.3% | $962+114.6% | $2,552-19.1% |
| Participant deferral / active EE | $3,618 | $1,196+202.4% | $1,813+99.5% | $4,126-12.3% |
| Admin fee / account holder | $1,006 | $2,022-50.3% | $2,460-59.1% | $7,339-86.3% |