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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 | $18,297 | $169,356-89.2% | $129,406-85.9% | $145,897-87.5% |
| Participation rate | 52.9% | 76.5%-23.6pp | 69.6%-16.7pp | 80.3%-27.4pp |
| Annual return | 67.27% | 14418.62%-14351.3pp | 9468.18%-9400.9pp | 552.29%-485.0pp |
| Employer contribution / active EE | $1,642 | $5,542-70.4% | $4,155-60.5% | $4,663-64.8% |
| Participant deferral / active EE | $2,778 | $4,987-44.3% | $4,167-33.3% | $6,689-58.5% |
| Admin fee / account holder | $1,436 | $9,915-85.5% | $7,689-81.3% | $13,390-89.3% |