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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 | $102,017 | $52,353+94.9% | $120,225-15.1% | $82,448+23.7% |
| Participation rate | 68.4% | 58.3%+10.1pp | 69.6%-1.2pp | 68.1%+0.4pp |
| Annual return | 16.43% | 61.85%-45.4pp | 439.23%-422.8pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,478 | $1,510+64.1% | $3,475-28.7% | $2,551-2.8% |
| Participant deferral / active EE | $6,225 | $2,627+137.0% | $3,999+55.7% | $4,139+50.4% |
| Admin fee / account holder | $6,976 | $4,363+59.9% | $5,696+22.5% | $7,234-3.6% |