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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 | $120,390 | $56,431+113.3% | $130,788-8.0% | $87,485+37.6% |
| Participation rate | 60.6% | 58.9%+1.7pp | 70.1%-9.5pp | 68.9%-8.3pp |
| Annual return | 17.80% | 91.27%-73.5pp | 386.44%-368.6pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,373 | $1,549+53.2% | $3,558-33.3% | $2,596-8.6% |
| Participant deferral / active EE | $3,575 | $2,749+30.0% | $4,137-13.6% | $4,274-16.4% |
| Admin fee / account holder | $6,361 | $4,433+43.5% | $6,673-4.7% | $7,775-18.2% |