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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 | $26,314 | $51,736-49.1% | $120,225-78.1% | $67,986-61.3% |
| Participation rate | 45.0% | 46.1%-1.0pp | 69.6%-24.5pp | 57.2%-12.2pp |
| Annual return | 244.11% | 31.98%+212.1pp | 439.23%-195.1pp | 31.67%+212.4pp |
| Employer contribution / active EE | $1,503 | $1,071+40.2% | $3,475-56.8% | $2,019-25.6% |
| Participant deferral / active EE | $2,965 | $2,206+34.4% | $3,999-25.9% | $3,358-11.7% |
| Admin fee / account holder | $4,324 | $4,159+4.0% | $5,696-24.1% | $3,203+35.0% |