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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 | $52,353-4.4% | $120,225-58.4% | $82,448-39.3% |
| Participation rate | 64.1% | 58.3%+5.8pp | 69.6%-5.5pp | 68.1%-4.0pp |
| Annual return | 16.06% | 61.85%-45.8pp | 439.23%-423.2pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,096 | $1,510+105.1% | $3,475-10.9% | $2,551+21.4% |
| Participant deferral / active EE | $4,216 | $2,627+60.5% | $3,999+5.4% | $4,139+1.9% |
| Admin fee / account holder | $3,362 | $4,363-22.9% | $5,696-41.0% | $7,234-53.5% |