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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 | $54,980 | $49,199+11.8% | $121,204-54.6% | $75,173-26.9% |
| Participation rate | 65.8% | 55.4%+10.4pp | 69.5%-3.7pp | 67.2%-1.4pp |
| Annual return | 14.67% | 56.04%-41.4pp | 987.18%-972.5pp | 160.72%-146.0pp |
| Employer contribution / active EE | $1,214 | $1,547-21.5% | $4,170-70.9% | $2,671-54.5% |
| Participant deferral / active EE | $2,265 | $2,630-13.9% | $4,083-44.5% | $4,126-45.1% |
| Admin fee / account holder | $6,966 | $3,946+76.5% | $5,651+23.3% | $5,651+23.3% |