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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 | $51,598 | $53,063-2.8% | $124,206-58.5% | $82,637-37.6% |
| Participation rate | 67.9% | 58.4%+9.5pp | 69.6%-1.7pp | 68.1%-0.1pp |
| Annual return | 13.95% | 68.87%-54.9pp | 515.27%-501.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $2,556 | $1,530+67.0% | $3,540-27.8% | $2,552+0.2% |
| Participant deferral / active EE | $3,869 | $2,644+46.3% | $3,968-2.5% | $4,126-6.2% |
| Admin fee / account holder | $7,132 | $4,281+66.6% | $5,929+20.3% | $7,339-2.8% |