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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 | $41,314 | $57,312-27.9% | $86,617-52.3% | $75,181-45.0% |
| Participation rate | 69.4% | 63.2%+6.2pp | 71.7%-2.3pp | 67.2%+2.2pp |
| Annual return | 16.79% | 2672.78%-2656.0pp | 591.91%-575.1pp | 160.69%-143.9pp |
| Employer contribution / active EE | $3,092 | $2,315+33.5% | $3,023+2.3% | $2,671+15.8% |
| Participant deferral / active EE | $1,929 | $3,319-41.9% | $4,437-56.5% | $4,126-53.3% |
| Admin fee / account holder | $388 | $4,114-90.6% | $5,613-93.1% | $5,650-93.1% |