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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 | $29,556 | $29,319+0.8% | $52,425-43.6% | $82,448-64.2% |
| Participation rate | 39.1% | 46.9%-7.7pp | 55.6%-16.5pp | 68.1%-28.9pp |
| Annual return | 58.60% | 535.20%-476.6pp | 302.12%-243.5pp | 41.64%+17.0pp |
| Employer contribution / active EE | $662 | $586+12.9% | $914-27.6% | $2,551-74.0% |
| Participant deferral / active EE | $1,692 | $1,171+44.4% | $1,790-5.5% | $4,139-59.1% |
| Admin fee / account holder | $999 | $1,962-49.1% | $2,495-60.0% | $7,234-86.2% |