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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 | $84,391 | $49,199+71.5% | $121,210-30.4% | $75,177+12.3% |
| Participation rate | 63.0% | 55.4%+7.6pp | 69.5%-6.5pp | 67.2%-4.2pp |
| Annual return | 28.73% | 56.04%-27.3pp | 987.41%-958.7pp | 160.75%-132.0pp |
| Employer contribution / active EE | $4,079 | $1,547+163.6% | $4,171-2.2% | $2,671+52.7% |
| Participant deferral / active EE | $8,557 | $2,630+225.4% | $4,084+109.6% | $4,126+107.4% |
| Admin fee / account holder | $1,202 | $3,946-69.5% | $5,647-78.7% | $5,651-78.7% |