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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 | $81,148 | $52,353+55.0% | $120,225-32.5% | $82,448-1.6% |
| Participation rate | 61.9% | 58.3%+3.6pp | 69.6%-7.7pp | 68.1%-6.2pp |
| Annual return | 14.20% | 61.85%-47.6pp | 439.23%-425.0pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,707 | $1,510+13.0% | $3,475-50.9% | $2,551-33.1% |
| Participant deferral / active EE | $3,692 | $2,627+40.6% | $3,999-7.7% | $4,139-10.8% |
| Admin fee / account holder | $4,884 | $4,363+12.0% | $5,696-14.3% | $7,234-32.5% |