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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 | $119,290 | $56,431+111.4% | $130,788-8.8% | $87,485+36.4% |
| Participation rate | 69.6% | 58.9%+10.7pp | 70.1%-0.5pp | 68.9%+0.7pp |
| Annual return | 16.26% | 91.27%-75.0pp | 386.44%-370.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,711 | $1,549+139.6% | $3,558+4.3% | $2,596+42.9% |
| Participant deferral / active EE | $6,274 | $2,749+128.2% | $4,137+51.6% | $4,274+46.8% |
| Admin fee / account holder | $9,121 | $4,433+105.7% | $6,673+36.7% | $7,775+17.3% |