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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 | $49,003 | $160,040-69.4% | $147,096-66.7% | $145,877-66.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 209.73% | 98.49%+111.2pp | 419.75%-210.0pp | 551.28%-341.6pp |
| Employer contribution / active EE | $14,980 | $5,289+183.2% | $4,936+203.5% | $4,663+221.3% |
| Participant deferral / active EE | $30,167 | $8,429+257.9% | $8,071+273.8% | $6,691+350.9% |
| Admin fee / account holder | $23,249 | $15,050+54.5% | $13,005+78.8% | $13,402+73.5% |