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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 | $93,654 | $58,234+60.8% | $81,783+14.5% | $80,874+15.8% |
| Participation rate | 69.7% | 63.4%+6.3pp | 72.4%-2.7pp | 67.6%+2.0pp |
| Annual return | 296.40% | 41.70%+254.7pp | 775.05%-478.6pp | 35.62%+260.8pp |
| Employer contribution / active EE | $1,252 | $2,341-46.5% | $2,913-57.0% | $2,756-54.6% |
| Participant deferral / active EE | $3,211 | $3,283-2.2% | $4,320-25.7% | $4,297-25.3% |
| Admin fee / account holder | $443 | $4,982-91.1% | $7,380-94.0% | $6,935-93.6% |