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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 | $45,548 | $48,277-5.7% | $67,511-32.5% | $80,874-43.7% |
| Participation rate | 69.7% | 66.4%+3.3pp | 72.9%-3.2pp | 67.6%+2.0pp |
| Annual return | 46.22% | 18.27%+28.0pp | 3517.41%-3471.2pp | 35.62%+10.6pp |
| Employer contribution / active EE | $1,502 | $2,021-25.7% | $2,733-45.0% | $2,756-45.5% |
| Participant deferral / active EE | $5,919 | $2,926+102.3% | $4,000+48.0% | $4,297+37.8% |
| Admin fee / account holder | $472 | $3,687-87.2% | $3,999-88.2% | $6,935-93.2% |