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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 | $58,595 | $56,431+3.8% | $130,788-55.2% | $87,485-33.0% |
| Participation rate | 68.4% | 58.9%+9.5pp | 70.1%-1.7pp | 68.9%-0.5pp |
| Annual return | 25.41% | 91.27%-65.9pp | 386.44%-361.0pp | 26.06%-0.6pp |
| Employer contribution / active EE | $1,960 | $1,549+26.5% | $3,558-44.9% | $2,596-24.5% |
| Participant deferral / active EE | $4,710 | $2,749+71.3% | $4,137+13.8% | $4,274+10.2% |
| Admin fee / account holder | $494 | $4,433-88.9% | $6,673-92.6% | $7,775-93.7% |