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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 | $122,237 | $108,695+12.5% | $74,722+63.6% | $152,897-20.1% |
| Participation rate | 66.7% | 65.4%+1.3pp | 54.5%+12.2pp | 82.5%-15.8pp |
| Annual return | 22.60% | 114.11%-91.5pp | 753.11%-730.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,628 | $1,504+74.7% | $1,084+142.4% | $4,764-44.8% |
| Participant deferral / active EE | $6,343 | $2,712+133.9% | $1,963+223.1% | $5,851+8.4% |
| Admin fee / account holder | $5,666 | $4,906+15.5% | $3,335+69.9% | $11,599-51.2% |