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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 | $95,996 | $53,063+80.9% | $124,206-22.7% | $82,637+16.2% |
| Participation rate | 66.7% | 58.4%+8.3pp | 69.6%-2.9pp | 68.1%-1.4pp |
| Annual return | 23.44% | 68.87%-45.4pp | 515.27%-491.8pp | 53.51%-30.1pp |
| Employer contribution / active EE | $4,624 | $1,530+202.1% | $3,540+30.6% | $2,552+81.2% |
| Participant deferral / active EE | $8,904 | $2,644+236.7% | $3,968+124.4% | $4,126+115.8% |
| Admin fee / account holder | $27,112 | $4,281+533.3% | $5,929+357.3% | $7,339+269.4% |