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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 | $25,814 | $58,241-55.7% | $81,780-68.4% | $80,911-68.1% |
| Participation rate | 51.1% | 63.4%-12.3pp | 72.4%-21.3pp | 67.6%-16.5pp |
| Annual return | 152.78% | 41.73%+111.1pp | 776.27%-623.5pp | 35.63%+117.2pp |
| Employer contribution / active EE | $951 | $2,343-59.4% | $2,914-67.4% | $2,756-65.5% |
| Participant deferral / active EE | $3,213 | $3,283-2.1% | $4,321-25.6% | $4,297-25.2% |
| Admin fee / account holder | $1,367 | $4,973-72.5% | $7,384-81.5% | $6,935-80.3% |