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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 | $52,353+130.0% | $120,225+0.1% | $82,448+46.0% |
| Participation rate | 60.6% | 58.3%+2.3pp | 69.6%-9.0pp | 68.1%-7.5pp |
| Annual return | 17.80% | 61.85%-44.0pp | 439.23%-421.4pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,373 | $1,510+57.2% | $3,475-31.7% | $2,551-7.0% |
| Participant deferral / active EE | $3,575 | $2,627+36.1% | $3,999-10.6% | $4,139-13.6% |
| Admin fee / account holder | $6,361 | $4,363+45.8% | $5,696+11.7% | $7,234-12.1% |