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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 | $60,436 | $48,327+25.1% | $67,575-10.6% | $80,935-25.3% |
| Participation rate | 68.7% | 66.4%+2.2pp | 72.9%-4.3pp | 67.7%+1.0pp |
| Annual return | 47.24% | 18.31%+28.9pp | 3528.98%-3481.7pp | 35.66%+11.6pp |
| Employer contribution / active EE | $877 | $2,022-56.6% | $2,736-67.9% | $2,757-68.2% |
| Participant deferral / active EE | $9,629 | $2,927+228.9% | $4,003+140.5% | $4,299+123.9% |
| Admin fee / account holder | $2,494 | $3,692-32.4% | $3,993-37.5% | $6,924-64.0% |