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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 | $45,123-10.5% | $85,240-52.6% | $74,478-45.8% |
| Participation rate | 56.8% | 49.4%+7.4pp | 67.5%-10.7pp | 67.2%-10.4pp |
| Annual return | 50.53% | 26.32%+24.2pp | 66.75%-16.2pp | 1370.56%-1320.0pp |
| Employer contribution / active EE | $963 | $1,459-34.0% | $2,735-64.8% | $2,626-63.4% |
| Participant deferral / active EE | $5,610 | $2,736+105.0% | $4,527+23.9% | $4,350+29.0% |
| Admin fee / account holder | $5,208 | $2,215+135.2% | $6,165-15.5% | $1,946+167.6% |