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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 | $49,069 | $209,336-76.6% | $197,124-75.1% | $137,256-64.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 87.03% | 48.09%+38.9pp | 44.34%+42.7pp | 220.34%-133.3pp |
| Employer contribution / active EE | $1,702 | $6,591-74.2% | $6,227-72.7% | $4,156-59.0% |
| Participant deferral / active EE | $6,673 | $9,614-30.6% | $9,135-26.9% | $6,407+4.2% |
| Admin fee / account holder | $10,121 | $17,308-41.5% | $16,298-37.9% | $12,270-17.5% |