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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 | $44,219 | $181,062-75.6% | $158,223-72.1% | $155,188-71.5% |
| Participation rate | 63.6% | 82.7%-19.0pp | 79.2%-15.6pp | 80.8%-17.2pp |
| Annual return | 537.53% | 57.39%+480.1pp | 52.09%+485.4pp | 148.84%+388.7pp |
| Employer contribution / active EE | $1,553 | $4,565-66.0% | $4,109-62.2% | $4,248-63.4% |
| Participant deferral / active EE | $5,971 | $6,134-2.7% | $5,467+9.2% | $6,531-8.6% |
| Admin fee / account holder | $423 | $18,825-97.8% | $16,047-97.4% | $14,480-97.1% |