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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 | $61,494 | $52,353+17.5% | $120,225-48.9% | $82,448-25.4% |
| Participation rate | 40.7% | 58.3%-17.6pp | 69.6%-28.8pp | 68.1%-27.3pp |
| Annual return | 15.51% | 61.85%-46.3pp | 439.23%-423.7pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,659 | $1,510+9.9% | $3,475-52.3% | $2,551-35.0% |
| Participant deferral / active EE | $4,726 | $2,627+79.9% | $3,999+18.2% | $4,139+14.2% |
| Admin fee / account holder | $697 | $4,363-84.0% | $5,696-87.8% | $7,234-90.4% |