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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 | $44,454 | $52,353-15.1% | $120,225-63.0% | $82,448-46.1% |
| Participation rate | 61.3% | 58.3%+3.0pp | 69.6%-8.3pp | 68.1%-6.8pp |
| Annual return | 17.89% | 61.85%-44.0pp | 439.23%-421.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,520 | $1,510+66.9% | $3,475-27.5% | $2,551-1.2% |
| Participant deferral / active EE | $5,505 | $2,627+109.6% | $3,999+37.7% | $4,139+33.0% |
| Admin fee / account holder | $8,239 | $4,363+88.9% | $5,696+44.6% | $7,234+13.9% |