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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 | $40,849 | $65,555-37.7% | $86,216-52.6% | $75,173-45.7% |
| Participation rate | 54.8% | 60.5%-5.6pp | 69.0%-14.1pp | 67.2%-12.4pp |
| Annual return | 55.43% | 46.07%+9.4pp | 1169.42%-1114.0pp | 160.72%-105.3pp |
| Employer contribution / active EE | $2,933 | $1,553+88.8% | $2,382+23.1% | $2,671+9.8% |
| Participant deferral / active EE | $4,996 | $3,023+65.3% | $3,986+25.3% | $4,126+21.1% |
| Admin fee / account holder | $2,960 | $5,469-45.9% | $6,853-56.8% | $5,651-47.6% |