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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 | $50,060 | $56,116-10.8% | $135,768-63.1% | $86,983-42.4% |
| Participation rate | 64.1% | 60.1%+4.0pp | 71.1%-7.0pp | 69.5%-5.4pp |
| Annual return | 16.06% | 125.33%-109.3pp | 526.10%-510.0pp | 25.83%-9.8pp |
| Employer contribution / active EE | $3,096 | $1,528+102.7% | $3,394-8.8% | $2,584+19.8% |
| Participant deferral / active EE | $4,216 | $2,690+56.8% | $3,977+6.0% | $4,194+0.5% |
| Admin fee / account holder | $3,362 | $4,314-22.1% | $7,048-52.3% | $7,856-57.2% |