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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 | $62,214 | $56,134+10.8% | $96,161-35.3% | $85,856-27.5% |
| Participation rate | 46.9% | 56.7%-9.8pp | 68.4%-21.6pp | 69.3%-22.4pp |
| Annual return | 24.19% | 42.30%-18.1pp | 192.01%-167.8pp | 318.58%-294.4pp |
| Employer contribution / active EE | $2,062 | $1,620+27.3% | $2,798-26.3% | $2,565-19.6% |
| Participant deferral / active EE | $4,501 | $2,858+57.5% | $4,349+3.5% | $3,952+13.9% |
| Admin fee / account holder | $1,566 | $3,769-58.4% | $5,538-71.7% | $6,261-75.0% |