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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 | $40,380 | $44,984-10.2% | $85,009-52.5% | $74,546-45.8% |
| Participation rate | 56.8% | 49.4%+7.4pp | 67.5%-10.7pp | 67.2%-10.4pp |
| Annual return | 50.53% | 26.25%+24.3pp | 66.47%-15.9pp | 1366.03%-1315.5pp |
| Employer contribution / active EE | $963 | $1,458-34.0% | $2,728-64.7% | $2,624-63.3% |
| Participant deferral / active EE | $5,610 | $2,733+105.2% | $4,522+24.1% | $4,347+29.0% |
| Admin fee / account holder | $5,208 | $2,208+135.8% | $6,153-15.4% | $1,944+167.9% |