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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 | $40,419 | $46,877-13.8% | $122,354-67.0% | $70,126-42.4% |
| Participation rate | 69.4% | 58.2%+11.1pp | 71.6%-2.3pp | 69.5%-0.2pp |
| Annual return | 161.26% | 24.22%+137.0pp | 30.28%+131.0pp | 73.15%+88.1pp |
| Employer contribution / active EE | $1,012 | $1,288-21.5% | $4,051-75.0% | $2,343-56.8% |
| Participant deferral / active EE | $1,568 | $2,167-27.6% | $3,287-52.3% | $3,332-52.9% |
| Admin fee / account holder | $38,387 | $3,324+1054.9% | $5,479+600.7% | $4,645+726.3% |