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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 | $54,578 | $52,353+4.2% | $120,225-54.6% | $82,448-33.8% |
| Participation rate | 61.8% | 58.3%+3.5pp | 69.6%-7.8pp | 68.1%-6.3pp |
| Annual return | 15.49% | 61.85%-46.4pp | 439.23%-423.7pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,520 | $1,510+0.7% | $3,475-56.3% | $2,551-40.4% |
| Participant deferral / active EE | $2,734 | $2,627+4.1% | $3,999-31.6% | $4,139-34.0% |
| Admin fee / account holder | $5,764 | $4,363+32.1% | $5,696+1.2% | $7,234-20.3% |