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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 | $16,388 | $30,437-46.2% | $56,033-70.8% | $74,459-78.0% |
| Participation rate | 30.3% | 32.9%-2.6pp | 52.5%-22.2pp | 67.2%-36.9pp |
| Annual return | 52.33% | 24.96%+27.4pp | 1711.38%-1659.0pp | 1369.70%-1317.4pp |
| Employer contribution / active EE | $782 | $610+28.2% | $1,041-24.9% | $2,626-70.2% |
| Participant deferral / active EE | $974 | $1,176-17.2% | $1,954-50.2% | $4,350-77.6% |
| Admin fee / account holder | $941 | $2,363-60.2% | $2,827-66.7% | $1,945-51.6% |