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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 | $46,220 | $49,896-7.4% | $80,627-42.7% | $75,173-38.5% |
| Participation rate | 64.2% | 55.3%+8.8pp | 67.0%-2.9pp | 67.2%-3.1pp |
| Annual return | 16.27% | 34.67%-18.4pp | 936.76%-920.5pp | 160.72%-144.4pp |
| Employer contribution / active EE | $4,244 | $1,699+149.8% | $2,723+55.9% | $2,671+58.9% |
| Participant deferral / active EE | $10,007 | $2,992+234.5% | $4,443+125.2% | $4,126+142.5% |
| Admin fee / account holder | $9,168 | $3,578+156.2% | $5,381+70.4% | $5,651+62.2% |