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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 | $50,348 | $52,353-3.8% | $120,225-58.1% | $82,448-38.9% |
| Participation rate | 64.5% | 58.3%+6.2pp | 69.6%-5.1pp | 68.1%-3.6pp |
| Annual return | 21.03% | 61.85%-40.8pp | 439.23%-418.2pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,971 | $1,510+30.5% | $3,475-43.3% | $2,551-22.7% |
| Participant deferral / active EE | $3,051 | $2,627+16.2% | $3,999-23.7% | $4,139-26.3% |
| Admin fee / account holder | $2,131 | $4,363-51.2% | $5,696-62.6% | $7,234-70.5% |