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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 | $82,434 | $67,823+21.5% | $52,425+57.2% | $137,256-39.9% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 7.74% | 219.11%-211.4pp | 302.12%-294.4pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,985 | $1,163+70.6% | $914+117.1% | $4,156-52.3% |
| Participant deferral / active EE | $9,414 | $2,288+311.4% | $1,790+425.8% | $6,407+46.9% |
| Admin fee / account holder | $569 | $2,844-80.0% | $2,495-77.2% | $12,270-95.4% |