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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 | $212,386-76.9% | $199,883-75.5% | $138,895-64.7% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 87.03% | 47.75%+39.3pp | 43.81%+43.2pp | 145.39%-58.4pp |
| Employer contribution / active EE | $1,702 | $6,625-74.3% | $6,261-72.8% | $4,194-59.4% |
| Participant deferral / active EE | $6,673 | $9,617-30.6% | $9,138-27.0% | $6,396+4.3% |
| Admin fee / account holder | $10,121 | $18,233-44.5% | $17,268-41.4% | $12,562-19.4% |