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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 | $42,213 | $108,942-61.3% | $100,415-58.0% | $145,897-71.1% |
| Participation rate | 61.5% | 83.0%-21.4pp | 81.5%-20.0pp | 80.3%-18.8pp |
| Annual return | 50.15% | 58.27%-8.1pp | 49.47%+0.7pp | 552.29%-502.1pp |
| Employer contribution / active EE | $3,464 | $4,422-21.7% | $3,943-12.2% | $4,663-25.7% |
| Participant deferral / active EE | $6,913 | $8,461-18.3% | $8,091-14.6% | $6,689+3.3% |
| Admin fee / account holder | $7,284 | $9,702-24.9% | $7,906-7.9% | $13,390-45.6% |