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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 | $46,361 | $49,199-5.8% | $121,204-61.7% | $75,173-38.3% |
| Participation rate | 66.7% | 55.4%+11.2pp | 69.5%-2.9pp | 67.2%-0.5pp |
| Annual return | 17.38% | 56.04%-38.7pp | 987.18%-969.8pp | 160.72%-143.3pp |
| Employer contribution / active EE | $2,650 | $1,547+71.3% | $4,170-36.5% | $2,671-0.8% |
| Participant deferral / active EE | $5,219 | $2,630+98.5% | $4,083+27.8% | $4,126+26.5% |
| Admin fee / account holder | $7,842 | $3,946+98.7% | $5,651+38.8% | $5,651+38.8% |