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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 | $24,290 | $65,575-63.0% | $86,209-71.8% | $75,181-67.7% |
| Participation rate | 48.5% | 60.5%-12.0pp | 69.0%-20.4pp | 67.2%-18.7pp |
| Annual return | 51.28% | 46.07%+5.2pp | 1169.05%-1117.8pp | 160.69%-109.4pp |
| Employer contribution / active EE | $2,735 | $1,553+76.1% | $2,381+14.8% | $2,671+2.4% |
| Participant deferral / active EE | $4,602 | $3,023+52.2% | $3,986+15.5% | $4,126+11.5% |
| Admin fee / account holder | $1,092 | $5,470-80.0% | $6,853-84.1% | $5,650-80.7% |