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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 | $45,126-10.5% | $85,187-52.6% | $74,459-45.8% |
| Participation rate | 56.8% | 49.4%+7.4pp | 67.5%-10.7pp | 67.2%-10.4pp |
| Annual return | 50.53% | 26.30%+24.2pp | 66.67%-16.1pp | 1369.70%-1319.2pp |
| Employer contribution / active EE | $963 | $1,460-34.1% | $2,732-64.8% | $2,626-63.3% |
| Participant deferral / active EE | $5,610 | $2,738+104.9% | $4,525+24.0% | $4,350+29.0% |
| Admin fee / account holder | $5,208 | $2,212+135.4% | $6,162-15.5% | $1,945+167.8% |