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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 | $63,442 | $57,590+10.2% | $86,233-26.4% | $82,448-23.1% |
| Participation rate | 62.1% | 57.9%+4.2pp | 69.0%-6.9pp | 68.1%-6.0pp |
| Annual return | 80.05% | 22.41%+57.6pp | 61.39%+18.7pp | 41.64%+38.4pp |
| Employer contribution / active EE | $2,937 | $1,655+77.4% | $2,504+17.3% | $2,551+15.1% |
| Participant deferral / active EE | $5,645 | $3,080+83.3% | $4,559+23.8% | $4,139+36.4% |
| Admin fee / account holder | $8,181 | $4,730+72.9% | $8,342-1.9% | $7,234+13.1% |