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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 | $52,353+127.9% | $120,225-0.8% | $82,448+44.7% |
| Participation rate | 69.6% | 58.3%+11.3pp | 69.6%+0.1pp | 68.1%+1.6pp |
| Annual return | 16.26% | 61.85%-45.6pp | 439.23%-423.0pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,711 | $1,510+145.8% | $3,475+6.8% | $2,551+45.5% |
| Participant deferral / active EE | $6,274 | $2,627+138.8% | $3,999+56.9% | $4,139+51.6% |
| Admin fee / account holder | $9,121 | $4,363+109.1% | $5,696+60.1% | $7,234+26.1% |