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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 | $53,063-5.7% | $124,206-59.7% | $82,637-39.4% |
| Participation rate | 64.1% | 58.4%+5.7pp | 69.6%-5.5pp | 68.1%-4.0pp |
| Annual return | 16.06% | 68.87%-52.8pp | 515.27%-499.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $3,096 | $1,530+102.3% | $3,540-12.5% | $2,552+21.3% |
| Participant deferral / active EE | $4,216 | $2,644+59.5% | $3,968+6.3% | $4,126+2.2% |
| Admin fee / account holder | $3,362 | $4,281-21.5% | $5,929-43.3% | $7,339-54.2% |