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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 | $56,588 | $52,353+8.1% | $120,225-52.9% | $82,448-31.4% |
| Participation rate | 69.2% | 58.3%+10.9pp | 69.6%-0.3pp | 68.1%+1.2pp |
| Annual return | 22.06% | 61.85%-39.8pp | 439.23%-417.2pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,782 | $1,510+18.0% | $3,475-48.7% | $2,551-30.1% |
| Participant deferral / active EE | $7,000 | $2,627+166.5% | $3,999+75.1% | $4,139+69.1% |
| Admin fee / account holder | $1,919 | $4,363-56.0% | $5,696-66.3% | $7,234-73.5% |