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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 | $96,064 | $110,551-13.1% | $80,741+19.0% | $167,536-42.7% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 7.82% | 120.57%-112.7pp | 87.30%-79.5pp | 478.82%-471.0pp |
| Employer contribution / active EE | $2,283 | $1,543+48.0% | $1,160+96.8% | $4,839-52.8% |
| Participant deferral / active EE | $7,173 | $2,870+149.9% | $2,145+234.3% | $6,342+13.1% |
| Admin fee / account holder | $870 | $4,547-80.9% | $3,380-74.3% | $12,315-92.9% |