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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 | $56,116+112.6% | $135,768-12.1% | $86,983+37.1% |
| Participation rate | 69.6% | 60.1%+9.5pp | 71.1%-1.4pp | 69.5%+0.1pp |
| Annual return | 16.26% | 125.33%-109.1pp | 526.10%-509.8pp | 25.83%-9.6pp |
| Employer contribution / active EE | $3,711 | $1,528+142.9% | $3,394+9.3% | $2,584+43.6% |
| Participant deferral / active EE | $6,274 | $2,690+133.2% | $3,977+57.7% | $4,194+49.6% |
| Admin fee / account holder | $9,121 | $4,314+111.4% | $7,048+29.4% | $7,856+16.1% |