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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 | $107,144 | $52,353+104.7% | $120,225-10.9% | $82,448+30.0% |
| Participation rate | 62.5% | 58.3%+4.2pp | 69.6%-7.1pp | 68.1%-5.6pp |
| Annual return | 17.53% | 61.85%-44.3pp | 439.23%-421.7pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,024 | $1,510+34.1% | $3,475-41.7% | $2,551-20.6% |
| Participant deferral / active EE | $3,604 | $2,627+37.2% | $3,999-9.9% | $4,139-12.9% |
| Admin fee / account holder | $4,678 | $4,363+7.2% | $5,696-17.9% | $7,234-35.3% |