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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 | $56,431-11.3% | $130,788-61.7% | $87,485-42.8% |
| Participation rate | 64.1% | 58.9%+5.2pp | 70.1%-6.0pp | 68.9%-4.8pp |
| Annual return | 16.06% | 91.27%-75.2pp | 386.44%-370.4pp | 26.06%-10.0pp |
| Employer contribution / active EE | $3,096 | $1,549+99.9% | $3,558-13.0% | $2,596+19.3% |
| Participant deferral / active EE | $4,216 | $2,749+53.4% | $4,137+1.9% | $4,274-1.3% |
| Admin fee / account holder | $3,362 | $4,433-24.2% | $6,673-49.6% | $7,775-56.8% |