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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 | $68,595 | $60,139+14.1% | $90,461-24.2% | $79,856-14.1% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 33.58% | 71.96%-38.4pp | 1294.76%-1261.2pp | 31.71%+1.9pp |
| Employer contribution / active EE | $1,485 | $2,069-28.2% | $3,264-54.5% | $2,471-39.9% |
| Participant deferral / active EE | $3,970 | $2,939+35.1% | $3,964+0.1% | $3,741+6.1% |
| Admin fee / account holder | $4,977 | $3,978+25.1% | $5,617-11.4% | $5,306-6.2% |